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 | $31,191 | $209,411-85.1% | $178,490-82.5% | $158,922-80.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.20% | 188.75%-179.6pp | 151.07%-141.9pp | 302.83%-293.6pp |
| Employer contribution / active EE | $1,843 | $5,706-67.7% | $5,011-63.2% | $4,761-61.3% |
| Participant deferral / active EE | $2,320 | $5,954-61.0% | $5,202-55.4% | $5,982-61.2% |
| Admin fee / account holder | $8,761 | $17,074-48.7% | $13,984-37.3% | $11,246-22.1% |