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 | $27,740 | $190,805-85.5% | $159,960-82.7% | $134,475-79.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 8.33% | 552.23%-543.9pp | 408.60%-400.3pp | 417.96%-409.6pp |
| Employer contribution / active EE | $2,793 | $4,995-44.1% | $4,226-33.9% | $4,740-41.1% |
| Participant deferral / active EE | $8,136 | $6,923+17.5% | $6,182+31.6% | $6,400+27.1% |
| Admin fee / account holder | $117,691 | $10,471+1023.9% | $8,698+1253.1% | $11,426+930.0% |