See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,509 | $197,591-76.5% | $177,821-73.8% | $158,922-70.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.20% | 58.76%-41.6pp | 48.32%-31.1pp | 302.83%-285.6pp |
| Employer contribution / active EE | $2,135 | $6,697-68.1% | $5,918-63.9% | $4,761-55.2% |
| Participant deferral / active EE | $3,850 | $8,405-54.2% | $7,714-50.1% | $5,982-35.6% |
| Admin fee / account holder | $320 | $15,399-97.9% | $12,427-97.4% | $11,246-97.2% |