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 | $31,041 | $144,119-78.5% | $117,854-73.7% | $147,584-79.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.12% | 531.15%-514.0pp | 335.08%-318.0pp | 578.55%-561.4pp |
| Employer contribution / active EE | $1,351 | $4,896-72.4% | $3,786-64.3% | $4,876-72.3% |
| Participant deferral / active EE | $3,407 | $5,316-35.9% | $4,482-24.0% | $5,439-37.4% |
| Admin fee / account holder | $4,299 | $10,886-60.5% | $8,020-46.4% | $10,885-60.5% |