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 | $70,918 | $217,402-67.4% | $185,823-61.8% | $167,490-57.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.42% | 148.36%-132.9pp | 122.05%-106.6pp | 478.56%-463.1pp |
| Employer contribution / active EE | $3,418 | $5,873-41.8% | $5,167-33.8% | $4,837-29.3% |
| Participant deferral / active EE | $3,980 | $6,356-37.4% | $5,568-28.5% | $6,341-37.2% |
| Admin fee / account holder | $519 | $19,811-97.4% | $16,237-96.8% | $12,309-95.8% |