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 | $28,380 | $165,335-82.8% | $149,696-81.0% | $158,922-82.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.40% | 348.15%-339.7pp | 276.60%-268.2pp | 302.83%-294.4pp |
| Employer contribution / active EE | $1,336 | $5,103-73.8% | $4,644-71.2% | $4,761-71.9% |
| Participant deferral / active EE | $9,540 | $7,181+32.9% | $6,842+39.4% | $5,982+59.5% |
| Admin fee / account holder | $31,522 | $10,807+191.7% | $9,309+238.6% | $11,246+180.3% |