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 | $43,995 | $144,119-69.5% | $117,854-62.7% | $147,584-70.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.24% | 531.15%-515.9pp | 335.08%-319.8pp | 578.55%-563.3pp |
| Employer contribution / active EE | $1,364 | $4,896-72.1% | $3,786-64.0% | $4,876-72.0% |
| Participant deferral / active EE | $3,066 | $5,316-42.3% | $4,482-31.6% | $5,439-43.6% |
| Admin fee / account holder | $544 | $10,886-95.0% | $8,020-93.2% | $10,885-95.0% |