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 | $76,151 | $183,963-58.6% | $162,163-53.0% | $152,861-50.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.06% | 150.76%-132.7pp | 115.59%-97.5pp | 345.32%-327.3pp |
| Employer contribution / active EE | $3,085 | $6,371-51.6% | $5,614-45.0% | $4,762-35.2% |
| Participant deferral / active EE | $3,076 | $8,034-61.7% | $7,298-57.9% | $5,850-47.4% |
| Admin fee / account holder | $873 | $13,121-93.3% | $10,843-91.9% | $11,596-92.5% |