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 | $21,383 | $100,852-78.8% | $90,404-76.3% | $158,922-86.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.89% | 1724.20%-1712.3pp | 1293.02%-1281.1pp | 302.83%-290.9pp |
| Employer contribution / active EE | $1,526 | $3,689-58.6% | $3,262-53.2% | $4,761-67.9% |
| Participant deferral / active EE | $913 | $4,348-79.0% | $3,963-77.0% | $5,982-84.7% |
| Admin fee / account holder | $1,116 | $6,501-82.8% | $5,611-80.1% | $11,246-90.1% |