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 | $62,299 | $209,832-70.3% | $189,513-67.1% | $167,490-62.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.14% | 748.27%-738.1pp | 555.15%-545.0pp | 478.56%-468.4pp |
| Employer contribution / active EE | $2,016 | $6,914-70.8% | $6,162-67.3% | $4,837-58.3% |
| Participant deferral / active EE | $5,896 | $8,935-34.0% | $8,221-28.3% | $6,341-7.0% |
| Admin fee / account holder | $5,551 | $14,293-61.2% | $12,045-53.9% | $12,309-54.9% |