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 | $103,701 | $107,334-3.4% | $92,893+11.6% | $152,861-32.2% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.4%+7.6pp |
| Annual return | 14.15% | 145.58%-131.4pp | 109.41%-95.3pp | 345.32%-331.2pp |
| Employer contribution / active EE | $20,589 | $4,221+387.8% | $3,653+463.7% | $4,762+332.3% |
| Participant deferral / active EE | $4,843 | $4,8450% | $4,236+14.3% | $5,850-17.2% |
| Admin fee / account holder | $661 | $7,079-90.7% | $5,794-88.6% | $11,596-94.3% |