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 | $62,733 | $165,335-62.1% | $149,696-58.1% | $158,922-60.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.47% | 348.15%-330.7pp | 276.60%-259.1pp | 302.83%-285.4pp |
| Employer contribution / active EE | $2,137 | $5,103-58.1% | $4,644-54.0% | $4,761-55.1% |
| Participant deferral / active EE | $5,483 | $7,181-23.6% | $6,842-19.9% | $5,982-8.3% |
| Admin fee / account holder | $1,510 | $10,807-86.0% | $9,309-83.8% | $11,246-86.6% |