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 | $38,314 | $176,056-78.2% | $159,436-76.0% | $167,490-77.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.61% | 331.75%-314.1pp | 263.57%-246.0pp | 478.56%-461.0pp |
| Employer contribution / active EE | $2,250 | $5,297-57.5% | $4,829-53.4% | $4,837-53.5% |
| Participant deferral / active EE | $4,797 | $7,750-38.1% | $7,352-34.8% | $6,341-24.4% |
| Admin fee / account holder | $1,175 | $12,554-90.6% | $10,799-89.1% | $12,309-90.5% |