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 | $103,036 | $217,402-52.6% | $185,823-44.6% | $167,490-38.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.62% | 148.36%-127.7pp | 122.05%-101.4pp | 478.56%-457.9pp |
| Employer contribution / active EE | $2,160 | $5,873-63.2% | $5,167-58.2% | $4,837-55.4% |
| Participant deferral / active EE | $4,632 | $6,356-27.1% | $5,568-16.8% | $6,341-27.0% |
| Admin fee / account holder | $520 | $19,811-97.4% | $16,237-96.8% | $12,309-95.8% |