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 | $19,840 | $185,200-89.3% | $142,863-86.1% | $167,490-88.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 32.30% | 8555.70%-8523.4pp | 5637.54%-5605.2pp | 478.56%-446.3pp |
| Employer contribution / active EE | $507 | $5,604-91.0% | $4,144-87.8% | $4,837-89.5% |
| Participant deferral / active EE | $3,162 | $4,494-29.6% | $3,837-17.6% | $6,341-50.1% |
| Admin fee / account holder | $4,180 | $8,031-47.9% | $6,560-36.3% | $12,309-66.0% |