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 | $22,030 | $176,056-87.5% | $159,436-86.2% | $167,490-86.8% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 10.70% | 331.75%-321.1pp | 263.57%-252.9pp | 478.56%-467.9pp |
| Employer contribution / active EE | $1,743 | $5,297-67.1% | $4,829-63.9% | $4,837-64.0% |
| Participant deferral / active EE | $8,336 | $7,750+7.6% | $7,352+13.4% | $6,341+31.5% |
| Admin fee / account holder | $52,402 | $12,554+317.4% | $10,799+385.3% | $12,309+325.7% |