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 | $70,706 | $175,202-59.6% | $149,673-52.8% | $139,434-49.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.87% | 166.71%-150.8pp | 134.42%-118.5pp | 372.94%-357.1pp |
| Employer contribution / active EE | $1,736 | $5,474-68.3% | $4,818-64.0% | $4,751-63.5% |
| Participant deferral / active EE | $5,017 | $6,519-23.0% | $5,680-11.7% | $6,710-25.2% |
| Admin fee / account holder | $622 | $16,150-96.1% | $13,210-95.3% | $11,403-94.5% |