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 | $40,252 | $157,256-74.4% | $141,162-71.5% | $152,861-73.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.53% | 64.32%-42.8pp | 71.39%-49.9pp | 345.32%-323.8pp |
| Employer contribution / active EE | $4,458 | $5,261-15.3% | $4,735-5.9% | $4,762-6.4% |
| Participant deferral / active EE | $6,400 | $7,109-10.0% | $6,709-4.6% | $5,850+9.4% |
| Admin fee / account holder | $9,880 | $12,120-18.5% | $10,261-3.7% | $11,596-14.8% |