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 | $67,925 | $165,335-58.9% | $149,696-54.6% | $158,922-57.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.20% | 348.15%-336.0pp | 276.60%-264.4pp | 302.83%-290.6pp |
| Employer contribution / active EE | $4,556 | $5,103-10.7% | $4,644-1.9% | $4,761-4.3% |
| Participant deferral / active EE | $2,603 | $7,181-63.8% | $6,842-62.0% | $5,982-56.5% |
| Admin fee / account holder | $693 | $10,807-93.6% | $9,309-92.6% | $11,246-93.8% |