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 | $73,513 | $183,519-59.9% | $155,509-52.7% | $145,922-49.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.79% | 61.17%-50.4pp | 64.67%-53.9pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,502 | $5,313-71.7% | $4,672-67.9% | $4,660-67.8% |
| Participant deferral / active EE | $3,283 | $6,462-49.2% | $5,626-41.7% | $6,688-50.9% |
| Admin fee / account holder | $508 | $19,313-97.4% | $15,912-96.8% | $13,397-96.2% |