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 | $63,450 | $176,056-64.0% | $159,436-60.2% | $167,490-62.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.15% | 331.75%-312.6pp | 263.57%-244.4pp | 478.56%-459.4pp |
| Employer contribution / active EE | $2,771 | $5,297-47.7% | $4,829-42.6% | $4,837-42.7% |
| Participant deferral / active EE | $4,183 | $7,750-46.0% | $7,352-43.1% | $6,341-34.0% |
| Admin fee / account holder | $436 | $12,554-96.5% | $10,799-96.0% | $12,309-96.5% |