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 | $78,555 | $144,119-45.5% | $117,854-33.3% | $147,584-46.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.26% | 531.15%-515.9pp | 335.08%-319.8pp | 578.55%-563.3pp |
| Employer contribution / active EE | $1,542 | $4,896-68.5% | $3,786-59.3% | $4,876-68.4% |
| Participant deferral / active EE | $3,991 | $5,316-24.9% | $4,482-10.9% | $5,439-26.6% |
| Admin fee / account holder | $552 | $10,886-94.9% | $8,020-93.1% | $10,885-94.9% |