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 | $97,781 | $217,402-55.0% | $185,823-47.4% | $167,490-41.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.76% | 148.36%-136.6pp | 122.05%-110.3pp | 478.56%-466.8pp |
| Employer contribution / active EE | $2,179 | $5,873-62.9% | $5,167-57.8% | $4,837-55.0% |
| Participant deferral / active EE | $4,680 | $6,356-26.4% | $5,568-15.9% | $6,341-26.2% |
| Admin fee / account holder | $969 | $19,811-95.1% | $16,237-94.0% | $12,309-92.1% |