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 | $40,718 | $159,901-74.5% | $146,958-72.3% | $145,922-72.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.83% | 98.13%-87.3pp | 418.34%-407.5pp | 561.29%-550.5pp |
| Employer contribution / active EE | $2,048 | $5,286-61.3% | $4,933-58.5% | $4,660-56.0% |
| Participant deferral / active EE | $3,173 | $8,428-62.4% | $8,070-60.7% | $6,688-52.6% |
| Admin fee / account holder | $16,261 | $15,044+8.1% | $12,998+25.1% | $13,397+21.4% |