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 | $21,675 | $85,202-74.6% | $172,739-87.5% | $72,985-70.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.45% | 27.32%-6.9pp | 802.84%-782.4pp | 81.00%-60.6pp |
| Employer contribution / active EE | $2,597 | $3,324-21.9% | $5,143-49.5% | $2,440+6.4% |
| Participant deferral / active EE | $966 | $3,260-70.4% | $5,198-81.4% | $3,607-73.2% |
| Admin fee / account holder | $2,368 | $5,884-59.7% | $13,954-83.0% | $5,124-53.8% |