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 | $81,635 | $176,056-53.6% | $159,436-48.8% | $167,490-51.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 23.67% | 331.75%-308.1pp | 263.57%-239.9pp | 478.56%-454.9pp |
| Employer contribution / active EE | $3,024 | $5,297-42.9% | $4,829-37.4% | $4,837-37.5% |
| Participant deferral / active EE | $6,809 | $7,750-12.1% | $7,352-7.4% | $6,341+7.4% |
| Admin fee / account holder | $837 | $12,554-93.3% | $10,799-92.2% | $12,309-93.2% |