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 | $61,892 | $158,398-60.9% | $126,539-51.1% | $142,382-56.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 40.04% | 593.76%-553.7pp | 425.95%-385.9pp | 217.08%-177.0pp |
| Employer contribution / active EE | $4,190 | $4,650-9.9% | $3,674+14.1% | $4,299-2.5% |
| Participant deferral / active EE | $3,735 | $4,767-21.7% | $4,083-8.5% | $6,507-42.6% |
| Admin fee / account holder | $2,288 | $6,918-66.9% | $6,065-62.3% | $12,624-81.9% |