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 | $17,182 | $102,966-83.3% | $90,281-81.0% | $152,861-88.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 15.64% | 95.16%-79.5pp | 78.10%-62.5pp | 345.32%-329.7pp |
| Employer contribution / active EE | $1,289 | $3,139-58.9% | $2,854-54.9% | $4,762-72.9% |
| Participant deferral / active EE | $4,853 | $4,281+13.3% | $3,885+24.9% | $5,850-17.1% |
| Admin fee / account holder | $15,952 | $6,171+158.5% | $5,351+198.1% | $11,596+37.6% |