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 | $23,000 | $165,912-86.1% | $122,332-81.2% | $147,584-84.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 18.23% | 34.55%-16.3pp | 30.27%-12.0pp | 578.55%-560.3pp |
| Employer contribution / active EE | $1,501 | $5,754-73.9% | $4,050-63.0% | $4,876-69.2% |
| Participant deferral / active EE | $2,946 | $4,005-26.5% | $3,287-10.4% | $5,439-45.8% |
| Admin fee / account holder | $3,250 | $7,424-56.2% | $5,478-40.7% | $10,885-70.1% |