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 | $97,300 | $88,751+9.6% | $81,812+18.9% | $145,922-33.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.04% | 1025.40%-1008.4pp | 773.79%-756.7pp | 561.29%-544.2pp |
| Employer contribution / active EE | $1,200 | $3,083-61.1% | $2,912-58.8% | $4,660-74.2% |
| Participant deferral / active EE | $0 | $4,643-100.0% | $4,319-100.0% | $6,688-100.0% |
| Admin fee / account holder | $542 | $8,415-93.6% | $7,386-92.7% | $13,397-96.0% |