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 | $15,710 | $210,698-92.5% | $178,014-91.2% | $145,959-89.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.59% | 386.27%-376.7pp | 294.80%-285.2pp | 561.95%-552.4pp |
| Employer contribution / active EE | $1,215 | $4,567-73.4% | $3,950-69.2% | $4,661-73.9% |
| Participant deferral / active EE | $1,798 | $6,958-74.2% | $6,276-71.3% | $6,689-73.1% |
| Admin fee / account holder | $5,106 | $12,016-57.5% | $10,362-50.7% | $13,398-61.9% |