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 | $70,757 | $217,402-67.5% | $185,823-61.9% | $167,490-57.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.00% | 148.36%-136.4pp | 122.05%-110.1pp | 478.56%-466.6pp |
| Employer contribution / active EE | $1,620 | $5,873-72.4% | $5,167-68.6% | $4,837-66.5% |
| Participant deferral / active EE | $4,755 | $6,356-25.2% | $5,568-14.6% | $6,341-25.0% |
| Admin fee / account holder | $8,293 | $19,811-58.1% | $16,237-48.9% | $12,309-32.6% |