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 | $28,513 | $183,592-84.5% | $155,567-81.7% | $145,959-80.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.50% | 61.24%-48.7pp | 64.74%-52.2pp | 561.95%-549.5pp |
| Employer contribution / active EE | $1,486 | $5,315-72.0% | $4,674-68.2% | $4,661-68.1% |
| Participant deferral / active EE | $3,406 | $6,464-47.3% | $5,628-39.5% | $6,689-49.1% |
| Admin fee / account holder | $9,753 | $19,318-49.5% | $15,916-38.7% | $13,398-27.2% |