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 | $41,889 | $198,466-78.9% | $170,442-75.4% | $147,584-71.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.63% | 257.29%-240.7pp | 205.93%-189.3pp | 578.55%-561.9pp |
| Employer contribution / active EE | $4,353 | $6,184-29.6% | $5,433-19.9% | $4,876-10.7% |
| Participant deferral / active EE | $4,767 | $5,629-15.3% | $4,939-3.5% | $5,439-12.3% |
| Admin fee / account holder | $1,352 | $16,852-92.0% | $13,880-90.3% | $10,885-87.6% |