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 | $40,993 | $180,749-77.3% | $160,784-74.5% | $137,256-70.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 13.69% | 2234.46%-2220.8pp | 1803.92%-1790.2pp | 220.34%-206.7pp |
| Employer contribution / active EE | $1,993 | $4,155-52.0% | $3,733-46.6% | $4,156-52.1% |
| Participant deferral / active EE | $2,195 | $6,844-67.9% | $6,293-65.1% | $6,407-65.7% |
| Admin fee / account holder | $923 | $10,397-91.1% | $9,717-90.5% | $12,270-92.5% |