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 | $74,859 | $149,734-50.0% | $118,925-37.1% | $158,922-52.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 464.81% | 19.95%+444.9pp | 35.88%+428.9pp | 302.83%+162.0pp |
| Employer contribution / active EE | $966 | $4,115-76.5% | $3,263-70.4% | $4,761-79.7% |
| Participant deferral / active EE | $2,392 | $5,223-54.2% | $4,265-43.9% | $5,982-60.0% |
| Admin fee / account holder | $621 | $8,603-92.8% | $6,581-90.6% | $11,246-94.5% |