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 | $21,094 | $159,934-86.8% | $147,005-85.7% | $145,959-85.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.70% | 98.24%-81.5pp | 418.76%-402.1pp | 561.95%-545.2pp |
| Employer contribution / active EE | $2,397 | $5,287-54.7% | $4,934-51.4% | $4,661-48.6% |
| Participant deferral / active EE | $7,258 | $8,427-13.9% | $8,070-10.1% | $6,689+8.5% |
| Admin fee / account holder | $3,050 | $15,053-79.7% | $13,006-76.6% | $13,398-77.2% |