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 | $25,019 | $183,519-86.4% | $155,509-83.9% | $145,922-82.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.03% | 61.17%-51.1pp | 64.67%-54.6pp | 561.29%-551.3pp |
| Employer contribution / active EE | $1,878 | $5,313-64.7% | $4,672-59.8% | $4,660-59.7% |
| Participant deferral / active EE | $3,990 | $6,462-38.3% | $5,626-29.1% | $6,688-40.3% |
| Admin fee / account holder | $519 | $19,313-97.3% | $15,912-96.7% | $13,397-96.1% |