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 | $63,724 | $105,181-39.4% | $159,436-60.0% | $85,850-25.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 26.62% | 45.07%-18.5pp | 263.57%-236.9pp | 318.53%-291.9pp |
| Employer contribution / active EE | $3,379 | $3,318+1.8% | $4,829-30.0% | $2,565+31.7% |
| Participant deferral / active EE | $4,124 | $5,945-30.6% | $7,352-43.9% | $3,952+4.4% |
| Admin fee / account holder | $837 | $6,933-87.9% | $10,799-92.2% | $6,260-86.6% |