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 | $64,753 | $155,788-58.4% | $124,672-48.1% | $167,490-61.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 24.06% | 17.97%+6.1pp | 5142.93%-5118.9pp | 478.56%-454.5pp |
| Employer contribution / active EE | $1,960 | $4,163-52.9% | $3,324-41.0% | $4,837-59.5% |
| Participant deferral / active EE | $5,246 | $5,673-7.5% | $4,614+13.7% | $6,341-17.3% |
| Admin fee / account holder | $1,559 | $9,531-83.6% | $7,493-79.2% | $12,309-87.3% |