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 | $28,577 | $176,056-83.8% | $159,436-82.1% | $167,490-82.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.94% | 331.75%-318.8pp | 263.57%-250.6pp | 478.56%-465.6pp |
| Employer contribution / active EE | $1,230 | $5,297-76.8% | $4,829-74.5% | $4,837-74.6% |
| Participant deferral / active EE | $2,652 | $7,750-65.8% | $7,352-63.9% | $6,341-58.2% |
| Admin fee / account holder | $3,759 | $12,554-70.1% | $10,799-65.2% | $12,309-69.5% |