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 | $74,326 | $209,411-64.5% | $178,490-58.4% | $158,922-53.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.52% | 188.75%-180.2pp | 151.07%-142.5pp | 302.83%-294.3pp |
| Employer contribution / active EE | $3,303 | $5,706-42.1% | $5,011-34.1% | $4,761-30.6% |
| Participant deferral / active EE | $4,077 | $5,954-31.5% | $5,202-21.6% | $5,982-31.8% |
| Admin fee / account holder | $10,000 | $17,074-41.4% | $13,984-28.5% | $11,246-11.1% |