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 | $32,785 | $180,449-81.8% | $154,107-78.7% | $135,375-75.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 9.39% | 888.09%-878.7pp | 735.12%-725.7pp | 519.73%-510.3pp |
| Employer contribution / active EE | $2,130 | $6,035-64.7% | $5,298-59.8% | $4,779-55.4% |
| Participant deferral / active EE | $2,641 | $5,806-54.5% | $5,081-48.0% | $5,609-52.9% |
| Admin fee / account holder | $1,565 | $16,143-90.3% | $13,411-88.3% | $10,827-85.5% |