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 | $41,533 | $168,632-75.4% | $147,614-71.9% | $125,391-66.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.36% | 77.65%-76.3pp | 61.98%-60.6pp | 282.22%-280.9pp |
| Employer contribution / active EE | $1,805 | $6,252-71.1% | $5,564-67.6% | $4,866-62.9% |
| Participant deferral / active EE | $2,280 | $5,507-58.6% | $4,895-53.4% | $5,352-57.4% |
| Admin fee / account holder | $516 | $13,580-96.2% | $11,611-95.6% | $9,540-94.6% |