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 | $17,958 | $159,934-88.8% | $147,005-87.8% | $145,959-87.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.38% | 98.24%-86.9pp | 418.76%-407.4pp | 561.95%-550.6pp |
| Employer contribution / active EE | $2,119 | $5,287-59.9% | $4,934-57.1% | $4,661-54.5% |
| Participant deferral / active EE | $7,431 | $8,427-11.8% | $8,070-7.9% | $6,689+11.1% |
| Admin fee / account holder | $9,721 | $15,053-35.4% | $13,006-25.3% | $13,398-27.4% |