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 | $28,973 | $99,020-70.7% | $86,590-66.5% | $147,584-80.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.94% | 1312.34%-1295.4pp | 964.84%-947.9pp | 578.55%-561.6pp |
| Employer contribution / active EE | $375 | $3,132-88.0% | $2,839-86.8% | $4,876-92.3% |
| Participant deferral / active EE | $642 | $3,972-83.8% | $3,609-82.2% | $5,439-88.2% |
| Admin fee / account holder | $6,022 | $5,710+5.5% | $4,906+22.8% | $10,885-44.7% |