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 | $79,582 | $226,064-64.8% | $182,532-56.4% | $152,861-47.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 20.11% | 192.51%-172.4pp | 148.54%-128.4pp | 345.32%-325.2pp |
| Employer contribution / active EE | $2,553 | $4,978-48.7% | $4,076-37.4% | $4,762-46.4% |
| Participant deferral / active EE | $2,633 | $6,368-58.7% | $5,524-52.3% | $5,850-55.0% |
| Admin fee / account holder | $3,147 | $10,703-70.6% | $8,592-63.4% | $11,596-72.9% |