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 | $42,046 | $175,202-76.0% | $149,673-71.9% | $139,434-69.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.51% | 166.71%-148.2pp | 134.42%-115.9pp | 372.94%-354.4pp |
| Employer contribution / active EE | $1,830 | $5,474-66.6% | $4,818-62.0% | $4,751-61.5% |
| Participant deferral / active EE | $4,930 | $6,519-24.4% | $5,680-13.2% | $6,710-26.5% |
| Admin fee / account holder | $1,193 | $16,150-92.6% | $13,210-91.0% | $11,403-89.5% |