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 | $71,915 | $165,335-56.5% | $149,696-52.0% | $158,922-54.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.37% | 348.15%-335.8pp | 276.60%-264.2pp | 302.83%-290.5pp |
| Employer contribution / active EE | $5,870 | $5,103+15.0% | $4,644+26.4% | $4,761+23.3% |
| Participant deferral / active EE | $4,738 | $7,181-34.0% | $6,842-30.8% | $5,982-20.8% |
| Admin fee / account holder | $379 | $10,807-96.5% | $9,309-95.9% | $11,246-96.6% |