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 | $44,700 | $158,398-71.8% | $126,539-64.7% | $142,382-68.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 12.00% | 593.76%-581.8pp | 425.95%-413.9pp | 217.08%-205.1pp |
| Employer contribution / active EE | $737 | $4,650-84.2% | $3,674-79.9% | $4,299-82.9% |
| Participant deferral / active EE | $3,934 | $4,767-17.5% | $4,083-3.6% | $6,507-39.5% |
| Admin fee / account holder | $748 | $6,918-89.2% | $6,065-87.7% | $12,624-94.1% |