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 | $42,213 | $198,466-78.7% | $170,442-75.2% | $147,584-71.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.68% | 257.29%-247.6pp | 205.93%-196.3pp | 578.55%-568.9pp |
| Employer contribution / active EE | $9,401 | $6,184+52.0% | $5,433+73.0% | $4,876+92.8% |
| Participant deferral / active EE | $8,544 | $5,629+51.8% | $4,939+73.0% | $5,439+57.1% |
| Admin fee / account holder | $16,576 | $16,852-1.6% | $13,880+19.4% | $10,885+52.3% |