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 | $71,858 | $176,812-59.4% | $146,665-51.0% | $167,490-57.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.89% | 24.03%-14.1pp | 22.74%-12.9pp | 478.56%-468.7pp |
| Employer contribution / active EE | $2,210 | $5,160-57.2% | $4,136-46.6% | $4,837-54.3% |
| Participant deferral / active EE | $4,662 | $6,440-27.6% | $5,506-15.3% | $6,341-26.5% |
| Admin fee / account holder | $311 | $13,259-97.7% | $10,280-97.0% | $12,309-97.5% |