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 | $40,005 | $114,381-65.0% | $107,525-62.8% | $142,382-71.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.81% | 242.71%-224.9pp | 181.32%-163.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,565 | $4,015-36.1% | $3,754-31.7% | $4,299-40.3% |
| Participant deferral / active EE | $5,635 | $5,564+1.3% | $5,116+10.2% | $6,507-13.4% |
| Admin fee / account holder | $567 | $9,860-94.3% | $8,919-93.6% | $12,624-95.5% |