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 | $52,606 | $138,044-61.9% | $125,339-58.0% | $134,475-60.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 4.37% | 750.33%-746.0pp | 572.05%-567.7pp | 417.96%-413.6pp |
| Employer contribution / active EE | $6,138 | $5,243+17.1% | $4,814+27.5% | $4,740+29.5% |
| Participant deferral / active EE | $11,256 | $7,799+44.3% | $7,446+51.2% | $6,400+75.9% |
| Admin fee / account holder | $4,739 | $11,571-59.0% | $10,010-52.7% | $11,426-58.5% |