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 | $199,361 | $100,970+97.4% | $96,576+106.4% | $137,256+45.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 22.92% | 38.16%-15.2pp | 38.47%-15.6pp | 220.34%-197.4pp |
| Employer contribution / active EE | $4,968 | $3,809+30.4% | $3,553+39.8% | $4,156+19.5% |
| Participant deferral / active EE | $6,294 | $8,286-24.0% | $7,956-20.9% | $6,407-1.8% |
| Admin fee / account holder | $371 | $11,312-96.7% | $11,381-96.7% | $12,270-97.0% |