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 | $134,766 | $183,519-26.6% | $155,509-13.3% | $145,922-7.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.73% | 61.17%-46.4pp | 64.67%-49.9pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,324 | $5,313-75.1% | $4,672-71.7% | $4,660-71.6% |
| Participant deferral / active EE | $2,939 | $6,462-54.5% | $5,626-47.8% | $6,688-56.0% |
| Admin fee / account holder | $902 | $19,313-95.3% | $15,912-94.3% | $13,397-93.3% |