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 | $34,346 | $159,934-78.5% | $147,005-76.6% | $145,959-76.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.16% | 98.24%-88.1pp | 418.76%-408.6pp | 561.95%-551.8pp |
| Employer contribution / active EE | $2,949 | $5,287-44.2% | $4,934-40.2% | $4,661-36.7% |
| Participant deferral / active EE | $6,738 | $8,427-20.0% | $8,070-16.5% | $6,689+0.7% |
| Admin fee / account holder | $13,739 | $15,053-8.7% | $13,006+5.6% | $13,398+2.5% |