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 | $38,885 | $209,411-81.4% | $178,490-78.2% | $158,922-75.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.89% | 188.75%-171.9pp | 151.07%-134.2pp | 302.83%-285.9pp |
| Employer contribution / active EE | $1,802 | $5,706-68.4% | $5,011-64.0% | $4,761-62.2% |
| Participant deferral / active EE | $3,988 | $5,954-33.0% | $5,202-23.3% | $5,982-33.3% |
| Admin fee / account holder | $1,366 | $17,074-92.0% | $13,984-90.2% | $11,246-87.9% |