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 | $94,486 | $159,934-40.9% | $147,005-35.7% | $145,959-35.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.57% | 98.24%-87.7pp | 418.76%-408.2pp | 561.95%-551.4pp |
| Employer contribution / active EE | $2,223 | $5,287-58.0% | $4,934-55.0% | $4,661-52.3% |
| Participant deferral / active EE | $9,563 | $8,427+13.5% | $8,070+18.5% | $6,689+43.0% |
| Admin fee / account holder | $2,298 | $15,053-84.7% | $13,006-82.3% | $13,398-82.9% |