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 | $61,788 | $102,966-40.0% | $90,281-31.6% | $152,861-59.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.69% | 95.16%-75.5pp | 78.10%-58.4pp | 345.32%-325.6pp |
| Employer contribution / active EE | $4,281 | $3,139+36.4% | $2,854+50.0% | $4,762-10.1% |
| Participant deferral / active EE | $1,929 | $4,281-55.0% | $3,885-50.4% | $5,850-67.0% |
| Admin fee / account holder | $3,249 | $6,171-47.3% | $5,351-39.3% | $11,596-72.0% |