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 | $27,453 | $157,256-82.5% | $141,162-80.6% | $152,861-82.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.60% | 64.32%-46.7pp | 71.39%-53.8pp | 345.32%-327.7pp |
| Employer contribution / active EE | $3,532 | $5,261-32.9% | $4,735-25.4% | $4,762-25.8% |
| Participant deferral / active EE | $4,329 | $7,109-39.1% | $6,709-35.5% | $5,850-26.0% |
| Admin fee / account holder | $21,853 | $12,120+80.3% | $10,261+113.0% | $11,596+88.4% |