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 | $79,438 | $159,934-50.3% | $147,005-46.0% | $145,959-45.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.38% | 98.24%-85.9pp | 418.76%-406.4pp | 561.95%-549.6pp |
| Employer contribution / active EE | $3,363 | $5,287-36.4% | $4,934-31.8% | $4,661-27.8% |
| Participant deferral / active EE | $7,851 | $8,427-6.8% | $8,070-2.7% | $6,689+17.4% |
| Admin fee / account holder | $11,284 | $15,053-25.0% | $13,006-13.2% | $13,398-15.8% |