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 | $37,185 | $226,064-83.6% | $182,532-79.6% | $152,861-75.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 24.01% | 192.51%-168.5pp | 148.54%-124.5pp | 345.32%-321.3pp |
| Employer contribution / active EE | $1,608 | $4,978-67.7% | $4,076-60.6% | $4,762-66.2% |
| Participant deferral / active EE | $4,428 | $6,368-30.5% | $5,524-19.9% | $5,850-24.3% |
| Admin fee / account holder | $3,124 | $10,703-70.8% | $8,592-63.6% | $11,596-73.1% |