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 | $31,813 | $159,901-80.1% | $146,958-78.4% | $145,922-78.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.23% | 98.13%-86.9pp | 418.34%-407.1pp | 561.29%-550.1pp |
| Employer contribution / active EE | $3,333 | $5,286-36.9% | $4,933-32.4% | $4,660-28.5% |
| Participant deferral / active EE | $10,322 | $8,428+22.5% | $8,070+27.9% | $6,688+54.3% |
| Admin fee / account holder | $8,606 | $15,044-42.8% | $12,998-33.8% | $13,397-35.8% |