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 | $35,648 | $217,402-83.6% | $185,823-80.8% | $167,490-78.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.92% | 148.36%-130.4pp | 122.05%-104.1pp | 478.56%-460.6pp |
| Employer contribution / active EE | $5,299 | $5,873-9.8% | $5,167+2.5% | $4,837+9.5% |
| Participant deferral / active EE | $4,727 | $6,356-25.6% | $5,568-15.1% | $6,341-25.5% |
| Admin fee / account holder | $2,230 | $19,811-88.7% | $16,237-86.3% | $12,309-81.9% |