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 | $60,505 | $183,963-67.1% | $162,163-62.7% | $152,861-60.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.71% | 150.76%-127.1pp | 115.59%-91.9pp | 345.32%-321.6pp |
| Employer contribution / active EE | $3,094 | $6,371-51.4% | $5,614-44.9% | $4,762-35.0% |
| Participant deferral / active EE | $3,881 | $8,034-51.7% | $7,298-46.8% | $5,850-33.7% |
| Admin fee / account holder | $2,131 | $13,121-83.8% | $10,843-80.3% | $11,596-81.6% |