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 | $45,571 | $201,272-77.4% | $184,203-75.3% | $145,922-68.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.28% | 29.00%-17.7pp | 28.81%-17.5pp | 561.29%-550.0pp |
| Employer contribution / active EE | $3,516 | $7,022-49.9% | $6,427-45.3% | $4,660-24.5% |
| Participant deferral / active EE | $3,927 | $9,806-60.0% | $9,131-57.0% | $6,688-41.3% |
| Admin fee / account holder | $726 | $16,364-95.6% | $13,901-94.8% | $13,397-94.6% |