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 | $39,822 | $105,181-62.1% | $159,436-75.0% | $85,850-53.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.82% | 45.07%-29.3pp | 263.57%-247.7pp | 318.53%-302.7pp |
| Employer contribution / active EE | $3,134 | $3,318-5.6% | $4,829-35.1% | $2,565+22.2% |
| Participant deferral / active EE | $4,351 | $5,945-26.8% | $7,352-40.8% | $3,952+10.1% |
| Admin fee / account holder | $1,380 | $6,933-80.1% | $10,799-87.2% | $6,260-78.0% |