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 | $76,277 | $176,056-56.7% | $159,436-52.2% | $167,490-54.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.93% | 331.75%-310.8pp | 263.57%-242.6pp | 478.56%-457.6pp |
| Employer contribution / active EE | $2,159 | $5,297-59.2% | $4,829-55.3% | $4,837-55.4% |
| Participant deferral / active EE | $5,809 | $7,750-25.0% | $7,352-21.0% | $6,341-8.4% |
| Admin fee / account holder | $399 | $12,554-96.8% | $10,799-96.3% | $12,309-96.8% |