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 | $113,960 | $176,662-35.5% | $130,648-12.8% | $152,861-25.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 17.95% | 2692.24%-2674.3pp | 1708.96%-1691.0pp | 345.32%-327.4pp |
| Employer contribution / active EE | $2,794 | $5,742-51.3% | $4,092-31.7% | $4,762-41.3% |
| Participant deferral / active EE | $2,525 | $4,361-42.1% | $3,603-29.9% | $5,850-56.8% |
| Admin fee / account holder | $3,071 | $7,133-56.9% | $5,464-43.8% | $11,596-73.5% |