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 | $63,017 | $159,901-60.6% | $146,958-57.1% | $145,922-56.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.88% | 98.13%-87.3pp | 418.34%-407.5pp | 561.29%-550.4pp |
| Employer contribution / active EE | $2,983 | $5,286-43.6% | $4,933-39.5% | $4,660-36.0% |
| Participant deferral / active EE | $3,782 | $8,428-55.1% | $8,070-53.1% | $6,688-43.5% |
| Admin fee / account holder | $23,646 | $15,044+57.2% | $12,998+81.9% | $13,397+76.5% |