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 | $76,958 | $159,934-51.9% | $147,005-47.6% | $145,959-47.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.08% | 98.24%-82.2pp | 418.76%-402.7pp | 561.95%-545.9pp |
| Employer contribution / active EE | $1,191 | $5,287-77.5% | $4,934-75.9% | $4,661-74.4% |
| Participant deferral / active EE | $4,592 | $8,427-45.5% | $8,070-43.1% | $6,689-31.3% |
| Admin fee / account holder | $3,193 | $15,053-78.8% | $13,006-75.4% | $13,398-76.2% |