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 | $99,870 | $209,411-52.3% | $178,490-44.0% | $158,922-37.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.55% | 188.75%-165.2pp | 151.07%-127.5pp | 302.83%-279.3pp |
| Employer contribution / active EE | $2,845 | $5,706-50.1% | $5,011-43.2% | $4,761-40.2% |
| Participant deferral / active EE | $3,431 | $5,954-42.4% | $5,202-34.0% | $5,982-42.6% |
| Admin fee / account holder | $762 | $17,074-95.5% | $13,984-94.6% | $11,246-93.2% |