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 | $70,799 | $159,901-55.7% | $146,958-51.8% | $145,922-51.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.91% | 98.13%-80.2pp | 418.34%-400.4pp | 561.29%-543.4pp |
| Employer contribution / active EE | $10,076 | $5,286+90.6% | $4,933+104.3% | $4,660+116.2% |
| Participant deferral / active EE | $11,760 | $8,428+39.5% | $8,070+45.7% | $6,688+75.9% |
| Admin fee / account holder | $9,457 | $15,044-37.1% | $12,998-27.2% | $13,397-29.4% |