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 | $59,134 | $226,064-73.8% | $182,532-67.6% | $152,861-61.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 25.22% | 192.51%-167.3pp | 148.54%-123.3pp | 345.32%-320.1pp |
| Employer contribution / active EE | $651 | $4,978-86.9% | $4,076-84.0% | $4,762-86.3% |
| Participant deferral / active EE | $3,288 | $6,368-48.4% | $5,524-40.5% | $5,850-43.8% |
| Admin fee / account holder | $4,272 | $10,703-60.1% | $8,592-50.3% | $11,596-63.2% |