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 | $24,316 | $159,901-84.8% | $146,958-83.5% | $145,922-83.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.73% | 98.13%-87.4pp | 418.34%-407.6pp | 561.29%-550.6pp |
| Employer contribution / active EE | $2,951 | $5,286-44.2% | $4,933-40.2% | $4,660-36.7% |
| Participant deferral / active EE | $4,618 | $8,428-45.2% | $8,070-42.8% | $6,688-30.9% |
| Admin fee / account holder | $1,594 | $15,044-89.4% | $12,998-87.7% | $13,397-88.1% |