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 | $107,024 | $176,056-39.2% | $159,436-32.9% | $167,490-36.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.13% | 331.75%-310.6pp | 263.57%-242.4pp | 478.56%-457.4pp |
| Employer contribution / active EE | $3,345 | $5,297-36.8% | $4,829-30.7% | $4,837-30.8% |
| Participant deferral / active EE | $4,965 | $7,750-35.9% | $7,352-32.5% | $6,341-21.7% |
| Admin fee / account holder | $612 | $12,554-95.1% | $10,799-94.3% | $12,309-95.0% |