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 | $39,139 | $183,963-78.7% | $162,163-75.9% | $152,861-74.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 15.14% | 150.76%-135.6pp | 115.59%-100.5pp | 345.32%-330.2pp |
| Employer contribution / active EE | $1,585 | $6,371-75.1% | $5,614-71.8% | $4,762-66.7% |
| Participant deferral / active EE | $3,236 | $8,034-59.7% | $7,298-55.7% | $5,850-44.7% |
| Admin fee / account holder | $3,265 | $13,121-75.1% | $10,843-69.9% | $11,596-71.8% |