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 | $38,711 | $176,056-78.0% | $159,436-75.7% | $167,490-76.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.07% | 331.75%-316.7pp | 263.57%-248.5pp | 478.56%-463.5pp |
| Employer contribution / active EE | $1,155 | $5,297-78.2% | $4,829-76.1% | $4,837-76.1% |
| Participant deferral / active EE | $4,254 | $7,750-45.1% | $7,352-42.1% | $6,341-32.9% |
| Admin fee / account holder | $507 | $12,554-96.0% | $10,799-95.3% | $12,309-95.9% |