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 | $101,435 | $159,934-36.6% | $147,005-31.0% | $145,959-30.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.12% | 98.24%-82.1pp | 418.76%-402.6pp | 561.95%-545.8pp |
| Employer contribution / active EE | $2,466 | $5,287-53.4% | $4,934-50.0% | $4,661-47.1% |
| Participant deferral / active EE | $5,103 | $8,427-39.4% | $8,070-36.8% | $6,689-23.7% |
| Admin fee / account holder | $3,111 | $15,053-79.3% | $13,006-76.1% | $13,398-76.8% |