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 | $41,393 | $217,402-81.0% | $185,823-77.7% | $167,490-75.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 25.27% | 148.36%-123.1pp | 122.05%-96.8pp | 478.56%-453.3pp |
| Employer contribution / active EE | $1,313 | $5,873-77.6% | $5,167-74.6% | $4,837-72.9% |
| Participant deferral / active EE | $5,983 | $6,356-5.9% | $5,568+7.5% | $6,341-5.6% |
| Admin fee / account holder | $6,043 | $19,811-69.5% | $16,237-62.8% | $12,309-50.9% |