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 | $56,557 | $198,466-71.5% | $170,442-66.8% | $147,584-61.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.89% | 257.29%-241.4pp | 205.93%-190.0pp | 578.55%-562.7pp |
| Employer contribution / active EE | $10,065 | $6,184+62.8% | $5,433+85.3% | $4,876+106.4% |
| Participant deferral / active EE | $4,078 | $5,629-27.6% | $4,939-17.4% | $5,439-25.0% |
| Admin fee / account holder | $5,633 | $16,852-66.6% | $13,880-59.4% | $10,885-48.2% |