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 | $90,707 | $217,402-58.3% | $185,823-51.2% | $167,490-45.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.19% | 148.36%-137.2pp | 122.05%-110.9pp | 478.56%-467.4pp |
| Employer contribution / active EE | $1,398 | $5,873-76.2% | $5,167-72.9% | $4,837-71.1% |
| Participant deferral / active EE | $4,332 | $6,356-31.8% | $5,568-22.2% | $6,341-31.7% |
| Admin fee / account holder | $4,891 | $19,811-75.3% | $16,237-69.9% | $12,309-60.3% |