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 | $67,950 | $175,202-61.2% | $149,673-54.6% | $139,434-51.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.32% | 166.71%-153.4pp | 134.42%-121.1pp | 372.94%-359.6pp |
| Employer contribution / active EE | $2,143 | $5,474-60.9% | $4,818-55.5% | $4,751-54.9% |
| Participant deferral / active EE | $2,555 | $6,519-60.8% | $5,680-55.0% | $6,710-61.9% |
| Admin fee / account holder | $1,029 | $16,150-93.6% | $13,210-92.2% | $11,403-91.0% |