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 | $73,559 | $198,466-62.9% | $170,442-56.8% | $147,584-50.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.25% | 257.29%-239.0pp | 205.93%-187.7pp | 578.55%-560.3pp |
| Employer contribution / active EE | $1,466 | $6,184-76.3% | $5,433-73.0% | $4,876-69.9% |
| Participant deferral / active EE | $3,979 | $5,629-29.3% | $4,939-19.5% | $5,439-26.8% |
| Admin fee / account holder | $700 | $16,852-95.8% | $13,880-95.0% | $10,885-93.6% |