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 | $26,848 | $210,648-87.3% | $177,989-84.9% | $145,922-81.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.33% | 385.86%-377.5pp | 294.48%-286.2pp | 561.29%-553.0pp |
| Employer contribution / active EE | $2,094 | $4,565-54.1% | $3,949-47.0% | $4,660-55.1% |
| Participant deferral / active EE | $2,546 | $6,958-63.4% | $6,276-59.4% | $6,688-61.9% |
| Admin fee / account holder | $1,791 | $12,013-85.1% | $10,363-82.7% | $13,397-86.6% |