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 | $40,737 | $157,256-74.1% | $141,162-71.1% | $152,861-73.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.01% | 64.32%-38.3pp | 71.39%-45.4pp | 345.32%-319.3pp |
| Employer contribution / active EE | $2,368 | $5,261-55.0% | $4,735-50.0% | $4,762-50.3% |
| Participant deferral / active EE | $3,789 | $7,109-46.7% | $6,709-43.5% | $5,850-35.2% |
| Admin fee / account holder | $463 | $12,120-96.2% | $10,261-95.5% | $11,596-96.0% |