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 | $44,596 | $126,574-64.8% | $106,213-58.0% | $145,922-69.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.18% | 224.79%-213.6pp | 116.14%-105.0pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,290 | $3,730-65.4% | $3,171-59.3% | $4,660-72.3% |
| Participant deferral / active EE | $4,847 | $5,724-15.3% | $5,016-3.4% | $6,688-27.5% |
| Admin fee / account holder | $739 | $17,304-95.7% | $11,033-93.3% | $13,397-94.5% |