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 | $66,670 | $159,901-58.3% | $146,958-54.6% | $145,922-54.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.01% | 98.13%-84.1pp | 418.34%-404.3pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,409 | $5,286-73.3% | $4,933-71.4% | $4,660-69.8% |
| Participant deferral / active EE | $6,100 | $8,428-27.6% | $8,070-24.4% | $6,688-8.8% |
| Admin fee / account holder | $334 | $15,044-97.8% | $12,998-97.4% | $13,397-97.5% |