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 | $74,742 | $226,064-66.9% | $182,532-59.1% | $152,861-51.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 15.77% | 192.51%-176.7pp | 148.54%-132.8pp | 345.32%-329.5pp |
| Employer contribution / active EE | $2,758 | $4,978-44.6% | $4,076-32.3% | $4,762-42.1% |
| Participant deferral / active EE | $1,860 | $6,368-70.8% | $5,524-66.3% | $5,850-68.2% |
| Admin fee / account holder | $10,025 | $10,703-6.3% | $8,592+16.7% | $11,596-13.5% |