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 | $32,733 | $210,648-84.5% | $177,989-81.6% | $145,922-77.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.99% | 385.86%-375.9pp | 294.48%-284.5pp | 561.29%-551.3pp |
| Employer contribution / active EE | $1,134 | $4,565-75.1% | $3,949-71.3% | $4,660-75.7% |
| Participant deferral / active EE | $2,783 | $6,958-60.0% | $6,276-55.7% | $6,688-58.4% |
| Admin fee / account holder | $697 | $12,013-94.2% | $10,363-93.3% | $13,397-94.8% |