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 | $70,920 | $176,812-59.9% | $146,665-51.6% | $167,490-57.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.36% | 24.03%-11.7pp | 22.74%-10.4pp | 478.56%-466.2pp |
| Employer contribution / active EE | $3,606 | $5,160-30.1% | $4,136-12.8% | $4,837-25.5% |
| Participant deferral / active EE | $12,405 | $6,440+92.6% | $5,506+125.3% | $6,341+95.6% |
| Admin fee / account holder | $1,732 | $13,259-86.9% | $10,280-83.1% | $12,309-85.9% |