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 | $134,002 | $209,832-36.1% | $189,513-29.3% | $167,490-20.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.41% | 748.27%-735.9pp | 555.15%-542.7pp | 478.56%-466.2pp |
| Employer contribution / active EE | $2,421 | $6,914-65.0% | $6,162-60.7% | $4,837-49.9% |
| Participant deferral / active EE | $4,526 | $8,935-49.3% | $8,221-44.9% | $6,341-28.6% |
| Admin fee / account holder | $2,643 | $14,293-81.5% | $12,045-78.1% | $12,309-78.5% |