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 | $86,742 | $203,436-57.4% | $152,466-43.1% | $167,490-48.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 13.25% | 13.80%-0.5pp | 757.33%-744.1pp | 478.56%-465.3pp |
| Employer contribution / active EE | $1,350 | $5,220-74.1% | $4,327-68.8% | $4,837-72.1% |
| Participant deferral / active EE | $7,017 | $6,716+4.5% | $5,820+20.6% | $6,341+10.7% |
| Admin fee / account holder | $1,387 | $22,506-93.8% | $15,805-91.2% | $12,309-88.7% |