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 | $57,732 | $97,757-40.9% | $83,848-31.1% | $135,375-57.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 4.19% | 1287.37%-1283.2pp | 850.88%-846.7pp | 519.73%-515.5pp |
| Employer contribution / active EE | $823 | $4,222-80.5% | $3,631-77.3% | $4,779-82.8% |
| Participant deferral / active EE | $3,482 | $4,682-25.6% | $4,082-14.7% | $5,609-37.9% |
| Admin fee / account holder | $641 | $6,674-90.4% | $5,478-88.3% | $10,827-94.1% |