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 | $21,760 | $99,020-78.0% | $86,590-74.9% | $147,584-85.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 21.88% | 1312.34%-1290.5pp | 964.84%-943.0pp | 578.55%-556.7pp |
| Employer contribution / active EE | $430 | $3,132-86.3% | $2,839-84.9% | $4,876-91.2% |
| Participant deferral / active EE | $3,343 | $3,972-15.8% | $3,609-7.3% | $5,439-38.5% |
| Admin fee / account holder | $4,519 | $5,710-20.9% | $4,906-7.9% | $10,885-58.5% |