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 | $36,960 | $232,540-84.1% | $185,117-80.0% | $147,584-75.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 16.37% | 43.03%-26.7pp | 40.50%-24.1pp | 578.55%-562.2pp |
| Employer contribution / active EE | $1,211 | $5,195-76.7% | $4,182-71.1% | $4,876-75.2% |
| Participant deferral / active EE | $3,988 | $5,834-31.6% | $5,045-21.0% | $5,439-26.7% |
| Admin fee / account holder | $382 | $10,275-96.3% | $8,159-95.3% | $10,885-96.5% |