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 | $40,848 | $179,726-77.3% | $156,263-73.9% | $142,382-71.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.69% | 77.86%-60.2pp | 59.47%-41.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,550 | $5,069-69.4% | $4,333-64.2% | $4,299-63.9% |
| Participant deferral / active EE | $2,432 | $6,956-65.0% | $6,158-60.5% | $6,507-62.6% |
| Admin fee / account holder | $2,049 | $17,272-88.1% | $14,255-85.6% | $12,624-83.8% |