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 | $61,675 | $209,411-70.5% | $178,490-65.4% | $158,922-61.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.00% | 188.75%-171.8pp | 151.07%-134.1pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,818 | $5,706-68.1% | $5,011-63.7% | $4,761-61.8% |
| Participant deferral / active EE | $2,174 | $5,954-63.5% | $5,202-58.2% | $5,982-63.7% |
| Admin fee / account holder | $486 | $17,074-97.2% | $13,984-96.5% | $11,246-95.7% |