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 | $129,995 | $176,056-26.2% | $159,436-18.5% | $167,490-22.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.94% | 331.75%-317.8pp | 263.57%-249.6pp | 478.56%-464.6pp |
| Employer contribution / active EE | $3,922 | $5,297-26.0% | $4,829-18.8% | $4,837-18.9% |
| Participant deferral / active EE | $8,820 | $7,750+13.8% | $7,352+20.0% | $6,341+39.1% |
| Admin fee / account holder | $406 | $12,554-96.8% | $10,799-96.2% | $12,309-96.7% |