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 | $33,743 | $159,901-78.9% | $146,958-77.0% | $145,922-76.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.77% | 98.13%-83.4pp | 418.34%-403.6pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,201 | $5,286-77.3% | $4,933-75.6% | $4,660-74.2% |
| Participant deferral / active EE | $6,809 | $8,428-19.2% | $8,070-15.6% | $6,688+1.8% |
| Admin fee / account holder | $2,962 | $15,044-80.3% | $12,998-77.2% | $13,397-77.9% |