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 | $24,248 | $157,256-84.6% | $141,162-82.8% | $152,861-84.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.48% | 64.32%-43.8pp | 71.39%-50.9pp | 345.32%-324.8pp |
| Employer contribution / active EE | $5,112 | $5,261-2.8% | $4,735+8.0% | $4,762+7.3% |
| Participant deferral / active EE | $2,646 | $7,109-62.8% | $6,709-60.6% | $5,850-54.8% |
| Admin fee / account holder | $4,397 | $12,120-63.7% | $10,261-57.2% | $11,596-62.1% |