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 | $63,997 | $165,335-61.3% | $149,696-57.2% | $158,922-59.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.58% | 348.15%-336.6pp | 276.60%-265.0pp | 302.83%-291.2pp |
| Employer contribution / active EE | $1,515 | $5,103-70.3% | $4,644-67.4% | $4,761-68.2% |
| Participant deferral / active EE | $4,448 | $7,181-38.1% | $6,842-35.0% | $5,982-25.7% |
| Admin fee / account holder | $2,324 | $10,807-78.5% | $9,309-75.0% | $11,246-79.3% |