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 | $58,033 | $198,466-70.8% | $170,442-66.0% | $147,584-60.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.19% | 257.29%-241.1pp | 205.93%-189.7pp | 578.55%-562.4pp |
| Employer contribution / active EE | $1,372 | $6,184-77.8% | $5,433-74.7% | $4,876-71.9% |
| Participant deferral / active EE | $3,439 | $5,629-38.9% | $4,939-30.4% | $5,439-36.8% |
| Admin fee / account holder | $831 | $16,852-95.1% | $13,880-94.0% | $10,885-92.4% |