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 | $56,289 | $159,901-64.8% | $146,958-61.7% | $145,922-61.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.77% | 98.13%-86.4pp | 418.34%-406.6pp | 561.29%-549.5pp |
| Employer contribution / active EE | $3,664 | $5,286-30.7% | $4,933-25.7% | $4,660-21.4% |
| Participant deferral / active EE | $8,478 | $8,428+0.6% | $8,070+5.1% | $6,688+26.8% |
| Admin fee / account holder | $577 | $15,044-96.2% | $12,998-95.6% | $13,397-95.7% |