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 | $65,096 | $183,592-64.5% | $155,567-58.2% | $145,959-55.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.86% | 61.24%-49.4pp | 64.74%-52.9pp | 561.95%-550.1pp |
| Employer contribution / active EE | $1,926 | $5,315-63.8% | $4,674-58.8% | $4,661-58.7% |
| Participant deferral / active EE | $4,506 | $6,464-30.3% | $5,628-19.9% | $6,689-32.6% |
| Admin fee / account holder | $445 | $19,318-97.7% | $15,916-97.2% | $13,398-96.7% |