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 | $97,910 | $159,901-38.8% | $146,958-33.4% | $145,922-32.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.65% | 98.13%-79.5pp | 418.34%-399.7pp | 561.29%-542.6pp |
| Employer contribution / active EE | $2,870 | $5,286-45.7% | $4,933-41.8% | $4,660-38.4% |
| Participant deferral / active EE | $7,582 | $8,428-10.0% | $8,070-6.0% | $6,688+13.4% |
| Admin fee / account holder | $1,344 | $15,044-91.1% | $12,998-89.7% | $13,397-90.0% |