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 | $26,552 | $105,181-74.8% | $159,436-83.3% | $85,850-69.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.63% | 45.07%-30.4pp | 263.57%-248.9pp | 318.53%-303.9pp |
| Employer contribution / active EE | $1,832 | $3,318-44.8% | $4,829-62.1% | $2,565-28.6% |
| Participant deferral / active EE | $3,670 | $5,945-38.3% | $7,352-50.1% | $3,952-7.1% |
| Admin fee / account holder | $594 | $6,933-91.4% | $10,799-94.5% | $6,260-90.5% |