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 | $22,655 | $159,934-85.8% | $147,005-84.6% | $145,959-84.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.90% | 98.24%-87.3pp | 418.76%-407.9pp | 561.95%-551.0pp |
| Employer contribution / active EE | $3,684 | $5,287-30.3% | $4,934-25.3% | $4,661-21.0% |
| Participant deferral / active EE | $14,952 | $8,427+77.4% | $8,070+85.3% | $6,689+123.5% |
| Admin fee / account holder | $8,317 | $15,053-44.8% | $13,006-36.1% | $13,398-37.9% |