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 | $59,957 | $138,065-56.6% | $123,544-51.5% | $135,375-55.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.33% | 153.68%-152.4pp | 119.20%-117.9pp | 519.73%-518.4pp |
| Employer contribution / active EE | $1,250 | $5,151-75.7% | $4,628-73.0% | $4,779-73.8% |
| Participant deferral / active EE | $6,859 | $6,799+0.9% | $6,426+6.7% | $5,609+22.3% |
| Admin fee / account holder | $824 | $10,916-92.5% | $9,284-91.1% | $10,827-92.4% |