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 | $159,901-36.6% | $146,958-31.0% | $145,922-30.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.12% | 98.13%-82.0pp | 418.34%-402.2pp | 561.29%-545.2pp |
| Employer contribution / active EE | $2,466 | $5,286-53.4% | $4,933-50.0% | $4,660-47.1% |
| Participant deferral / active EE | $5,103 | $8,428-39.4% | $8,070-36.8% | $6,688-23.7% |
| Admin fee / account holder | $3,111 | $15,044-79.3% | $12,998-76.1% | $13,397-76.8% |