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 | $38,036 | $158,398-76.0% | $126,539-69.9% | $142,382-73.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 16.98% | 593.76%-576.8pp | 425.95%-409.0pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,814 | $4,650-39.5% | $3,674-23.4% | $4,299-34.5% |
| Participant deferral / active EE | $4,234 | $4,767-11.2% | $4,083+3.7% | $6,507-34.9% |
| Admin fee / account holder | $1,668 | $6,918-75.9% | $6,065-72.5% | $12,624-86.8% |