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 | $37,292 | $183,963-79.7% | $162,163-77.0% | $152,861-75.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.86% | 150.76%-130.9pp | 115.59%-95.7pp | 345.32%-325.5pp |
| Employer contribution / active EE | $1,971 | $6,371-69.1% | $5,614-64.9% | $4,762-58.6% |
| Participant deferral / active EE | $2,959 | $8,034-63.2% | $7,298-59.5% | $5,850-49.4% |
| Admin fee / account holder | $376 | $13,121-97.1% | $10,843-96.5% | $11,596-96.8% |