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 | $31,362 | $210,648-85.1% | $177,989-82.4% | $145,922-78.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.51% | 385.86%-377.4pp | 294.48%-286.0pp | 561.29%-552.8pp |
| Employer contribution / active EE | $3,524 | $4,565-22.8% | $3,949-10.8% | $4,660-24.4% |
| Participant deferral / active EE | $3,182 | $6,958-54.3% | $6,276-49.3% | $6,688-52.4% |
| Admin fee / account holder | $1,272 | $12,013-89.4% | $10,363-87.7% | $13,397-90.5% |