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 | $36,444 | $157,256-76.8% | $141,162-74.2% | $152,861-76.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.36% | 64.32%-42.0pp | 71.39%-49.0pp | 345.32%-323.0pp |
| Employer contribution / active EE | $3,354 | $5,261-36.2% | $4,735-29.2% | $4,762-29.6% |
| Participant deferral / active EE | $5,141 | $7,109-27.7% | $6,709-23.4% | $5,850-12.1% |
| Admin fee / account holder | $7,680 | $12,120-36.6% | $10,261-25.2% | $11,596-33.8% |