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 | $75,606 | $111,535-32.2% | $105,223-28.1% | $137,256-44.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.00% | 237.85%-220.9pp | 180.65%-163.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $2,096 | $3,939-46.8% | $3,689-43.2% | $4,156-49.6% |
| Participant deferral / active EE | $6,150 | $5,500+11.8% | $5,072+21.3% | $6,407-4.0% |
| Admin fee / account holder | $7,187 | $9,721-26.1% | $8,859-18.9% | $12,270-41.4% |