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 | $36,947 | $157,256-76.5% | $141,162-73.8% | $152,861-75.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.08% | 64.32%-41.2pp | 71.39%-48.3pp | 345.32%-322.2pp |
| Employer contribution / active EE | $2,828 | $5,261-46.2% | $4,735-40.3% | $4,762-40.6% |
| Participant deferral / active EE | $6,461 | $7,109-9.1% | $6,709-3.7% | $5,850+10.4% |
| Admin fee / account holder | $396 | $12,120-96.7% | $10,261-96.1% | $11,596-96.6% |