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 | $34,829 | $209,411-83.4% | $178,490-80.5% | $158,922-78.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.58% | 188.75%-182.2pp | 151.07%-144.5pp | 302.83%-296.2pp |
| Employer contribution / active EE | $2,922 | $5,706-48.8% | $5,011-41.7% | $4,761-38.6% |
| Participant deferral / active EE | $4,200 | $5,954-29.5% | $5,202-19.3% | $5,982-29.8% |
| Admin fee / account holder | $377 | $17,074-97.8% | $13,984-97.3% | $11,246-96.7% |