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 | $96,423 | $210,648-54.2% | $177,989-45.8% | $145,922-33.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.32% | 385.86%-367.5pp | 294.48%-276.2pp | 561.29%-543.0pp |
| Employer contribution / active EE | $3,026 | $4,565-33.7% | $3,949-23.4% | $4,660-35.1% |
| Participant deferral / active EE | $2,421 | $6,958-65.2% | $6,276-61.4% | $6,688-63.8% |
| Admin fee / account holder | $459 | $12,013-96.2% | $10,363-95.6% | $13,397-96.6% |