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 | $37,020 | $210,648-82.4% | $177,989-79.2% | $145,922-74.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.32% | 385.86%-373.5pp | 294.48%-282.2pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,048 | $4,565-55.1% | $3,949-48.1% | $4,660-56.0% |
| Participant deferral / active EE | $3,494 | $6,958-49.8% | $6,276-44.3% | $6,688-47.7% |
| Admin fee / account holder | $5,191 | $12,013-56.8% | $10,363-49.9% | $13,397-61.2% |