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 | $21,955 | $107,334-79.5% | $92,893-76.4% | $152,861-85.6% |
| Participation rate | 94.4% | 79.8%+14.7pp | 76.0%+18.4pp | 82.4%+12.0pp |
| Annual return | 16.60% | 145.58%-129.0pp | 109.41%-92.8pp | 345.32%-328.7pp |
| Employer contribution / active EE | $4,024 | $4,221-4.7% | $3,653+10.2% | $4,762-15.5% |
| Participant deferral / active EE | $3,629 | $4,845-25.1% | $4,236-14.3% | $5,850-38.0% |
| Admin fee / account holder | $948 | $7,079-86.6% | $5,794-83.6% | $11,596-91.8% |