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 | $82,223 | $159,934-48.6% | $147,005-44.1% | $145,959-43.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 37.23% | 98.24%-61.0pp | 418.76%-381.5pp | 561.95%-524.7pp |
| Employer contribution / active EE | $3,150 | $5,287-40.4% | $4,934-36.2% | $4,661-32.4% |
| Participant deferral / active EE | $3,927 | $8,427-53.4% | $8,070-51.3% | $6,689-41.3% |
| Admin fee / account holder | $2,530 | $15,053-83.2% | $13,006-80.5% | $13,398-81.1% |