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 | $86,690 | $159,901-45.8% | $146,958-41.0% | $145,922-40.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.71% | 98.13%-86.4pp | 418.34%-406.6pp | 561.29%-549.6pp |
| Employer contribution / active EE | $2,850 | $5,286-46.1% | $4,933-42.2% | $4,660-38.8% |
| Participant deferral / active EE | $5,274 | $8,428-37.4% | $8,070-34.7% | $6,688-21.1% |
| Admin fee / account holder | $2,111 | $15,044-86.0% | $12,998-83.8% | $13,397-84.2% |