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 | $88,269 | $209,411-57.8% | $178,490-50.5% | $158,922-44.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.39% | 188.75%-170.4pp | 151.07%-132.7pp | 302.83%-284.4pp |
| Employer contribution / active EE | $2,000 | $5,706-64.9% | $5,011-60.1% | $4,761-58.0% |
| Participant deferral / active EE | $4,232 | $5,954-28.9% | $5,202-18.6% | $5,982-29.3% |
| Admin fee / account holder | $3,083 | $17,074-81.9% | $13,984-78.0% | $11,246-72.6% |