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 | $54,311 | $176,056-69.2% | $159,436-65.9% | $167,490-67.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.68% | 331.75%-316.1pp | 263.57%-247.9pp | 478.56%-462.9pp |
| Employer contribution / active EE | $2,443 | $5,297-53.9% | $4,829-49.4% | $4,837-49.5% |
| Participant deferral / active EE | $3,000 | $7,750-61.3% | $7,352-59.2% | $6,341-52.7% |
| Admin fee / account holder | $490 | $12,554-96.1% | $10,799-95.5% | $12,309-96.0% |