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 | $69,208 | $159,901-56.7% | $146,958-52.9% | $145,922-52.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.93% | 98.13%-86.2pp | 418.34%-406.4pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,308 | $5,286-75.2% | $4,933-73.5% | $4,660-71.9% |
| Participant deferral / active EE | $7,701 | $8,428-8.6% | $8,070-4.6% | $6,688+15.2% |
| Admin fee / account holder | $59,806 | $15,044+297.5% | $12,998+360.1% | $13,397+346.4% |