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 | $58,729 | $217,402-73.0% | $185,823-68.4% | $167,490-64.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.00% | 148.36%-137.4pp | 122.05%-111.1pp | 478.56%-467.6pp |
| Employer contribution / active EE | $2,127 | $5,873-63.8% | $5,167-58.8% | $4,837-56.0% |
| Participant deferral / active EE | $5,242 | $6,356-17.5% | $5,568-5.9% | $6,341-17.3% |
| Admin fee / account holder | $10,458 | $19,811-47.2% | $16,237-35.6% | $12,309-15.0% |