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 | $29,301 | $175,202-83.3% | $149,673-80.4% | $139,434-79.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.16% | 166.71%-154.5pp | 134.42%-122.3pp | 372.94%-360.8pp |
| Employer contribution / active EE | $5,948 | $5,474+8.6% | $4,818+23.5% | $4,751+25.2% |
| Participant deferral / active EE | $7,911 | $6,519+21.4% | $5,680+39.3% | $6,710+17.9% |
| Admin fee / account holder | $779 | $16,150-95.2% | $13,210-94.1% | $11,403-93.2% |