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 | $71,160 | $209,411-66.0% | $178,490-60.1% | $158,922-55.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.21% | 188.75%-177.5pp | 151.07%-139.9pp | 302.83%-291.6pp |
| Employer contribution / active EE | $1,541 | $5,706-73.0% | $5,011-69.2% | $4,761-67.6% |
| Participant deferral / active EE | $5,263 | $5,954-11.6% | $5,202+1.2% | $5,982-12.0% |
| Admin fee / account holder | $404 | $17,074-97.6% | $13,984-97.1% | $11,246-96.4% |