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 | $42,290 | $217,402-80.5% | $185,823-77.2% | $167,490-74.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.53% | 148.36%-137.8pp | 122.05%-111.5pp | 478.56%-468.0pp |
| Employer contribution / active EE | $4,663 | $5,873-20.6% | $5,167-9.8% | $4,837-3.6% |
| Participant deferral / active EE | $9,508 | $6,356+49.6% | $5,568+70.8% | $6,341+49.9% |
| Admin fee / account holder | $39,717 | $19,811+100.5% | $16,237+144.6% | $12,309+222.7% |