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 | $98,296 | $165,335-40.5% | $149,696-34.3% | $158,922-38.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.68% | 348.15%-332.5pp | 276.60%-260.9pp | 302.83%-287.1pp |
| Employer contribution / active EE | $2,069 | $5,103-59.4% | $4,644-55.4% | $4,761-56.5% |
| Participant deferral / active EE | $3,468 | $7,181-51.7% | $6,842-49.3% | $5,982-42.0% |
| Admin fee / account holder | $470 | $10,807-95.7% | $9,309-95.0% | $11,246-95.8% |