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 | $79,140 | $159,901-50.5% | $146,958-46.1% | $145,922-45.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.80% | 98.13%-86.3pp | 418.34%-406.5pp | 561.29%-549.5pp |
| Employer contribution / active EE | $3,039 | $5,286-42.5% | $4,933-38.4% | $4,660-34.8% |
| Participant deferral / active EE | $4,520 | $8,428-46.4% | $8,070-44.0% | $6,688-32.4% |
| Admin fee / account holder | $8,864 | $15,044-41.1% | $12,998-31.8% | $13,397-33.8% |