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 | $11,792 | $158,398-92.6% | $126,539-90.7% | $142,382-91.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 20.42% | 593.76%-573.3pp | 425.95%-405.5pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,299 | $4,650-50.6% | $3,674-37.4% | $4,299-46.5% |
| Participant deferral / active EE | $2,297 | $4,767-51.8% | $4,083-43.7% | $6,507-64.7% |
| Admin fee / account holder | $1,086 | $6,918-84.3% | $6,065-82.1% | $12,624-91.4% |