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 | $34,134 | $115,770-70.5% | $101,248-66.3% | $158,922-78.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.47% | 56.14%-40.7pp | 46.47%-31.0pp | 302.83%-287.4pp |
| Employer contribution / active EE | $782 | $4,175-81.3% | $3,660-78.6% | $4,761-83.6% |
| Participant deferral / active EE | $3,431 | $4,957-30.8% | $4,370-21.5% | $5,982-42.6% |
| Admin fee / account holder | $329 | $7,245-95.5% | $5,945-94.5% | $11,246-97.1% |