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 | $109,589 | $176,056-37.8% | $159,436-31.3% | $167,490-34.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.64% | 331.75%-319.1pp | 263.57%-250.9pp | 478.56%-465.9pp |
| Employer contribution / active EE | $4,146 | $5,297-21.7% | $4,829-14.2% | $4,837-14.3% |
| Participant deferral / active EE | $10,322 | $7,750+33.2% | $7,352+40.4% | $6,341+62.8% |
| Admin fee / account holder | $10,001 | $12,554-20.3% | $10,799-7.4% | $12,309-18.7% |