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 | $24,159 | $157,256-84.6% | $141,162-82.9% | $152,861-84.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.97% | 64.32%-39.4pp | 71.39%-46.4pp | 345.32%-320.3pp |
| Employer contribution / active EE | $1,792 | $5,261-65.9% | $4,735-62.2% | $4,762-62.4% |
| Participant deferral / active EE | $3,924 | $7,109-44.8% | $6,709-41.5% | $5,850-32.9% |
| Admin fee / account holder | $641 | $12,120-94.7% | $10,261-93.8% | $11,596-94.5% |