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 | $51,682 | $113,339-54.4% | $94,993-45.6% | $147,584-65.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 19.42% | 20.77%-1.3pp | 27.12%-7.7pp | 578.55%-559.1pp |
| Employer contribution / active EE | $555 | $3,160-82.4% | $2,603-78.7% | $4,876-88.6% |
| Participant deferral / active EE | $9,000 | $3,777+138.3% | $3,317+171.3% | $5,439+65.5% |
| Admin fee / account holder | $385 | $6,063-93.6% | $4,960-92.2% | $10,885-96.5% |