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 | $66,000 | $121,625-45.7% | $104,607-36.9% | $158,922-58.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 11.68% | 465.26%-453.6pp | 340.46%-328.8pp | 302.83%-291.1pp |
| Employer contribution / active EE | $1,236 | $3,163-60.9% | $2,681-53.9% | $4,761-74.0% |
| Participant deferral / active EE | $5,920 | $4,177+41.7% | $3,740+58.3% | $5,982-1.0% |
| Admin fee / account holder | $1,129 | $7,787-85.5% | $6,473-82.6% | $11,246-90.0% |