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 | $58,204 | $209,411-72.2% | $178,490-67.4% | $158,922-63.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 24.03% | 188.75%-164.7pp | 151.07%-127.0pp | 302.83%-278.8pp |
| Employer contribution / active EE | $2,566 | $5,706-55.0% | $5,011-48.8% | $4,761-46.1% |
| Participant deferral / active EE | $2,566 | $5,954-56.9% | $5,202-50.7% | $5,982-57.1% |
| Admin fee / account holder | $637 | $17,074-96.3% | $13,984-95.4% | $11,246-94.3% |