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 | $68,236 | $165,335-58.7% | $149,696-54.4% | $158,922-57.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.57% | 348.15%-333.6pp | 276.60%-262.0pp | 302.83%-288.3pp |
| Employer contribution / active EE | $4,004 | $5,103-21.5% | $4,644-13.8% | $4,761-15.9% |
| Participant deferral / active EE | $6,646 | $7,181-7.5% | $6,842-2.9% | $5,982+11.1% |
| Admin fee / account holder | $315 | $10,807-97.1% | $9,309-96.6% | $11,246-97.2% |