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 | $16,060 | $210,648-92.4% | $177,989-91.0% | $145,922-89.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.84% | 385.86%-377.0pp | 294.48%-285.6pp | 561.29%-552.4pp |
| Employer contribution / active EE | $1,613 | $4,565-64.7% | $3,949-59.1% | $4,660-65.4% |
| Participant deferral / active EE | $1,802 | $6,958-74.1% | $6,276-71.3% | $6,688-73.1% |
| Admin fee / account holder | $1,955 | $12,013-83.7% | $10,363-81.1% | $13,397-85.4% |