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 | $97,502 | $111,754-12.8% | $103,333-5.6% | $145,922-33.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.17% | 24.77%-10.6pp | 24.88%-10.7pp | 561.29%-547.1pp |
| Employer contribution / active EE | $3,036 | $4,212-27.9% | $3,868-21.5% | $4,660-34.9% |
| Participant deferral / active EE | $11,410 | $5,619+103.1% | $5,057+125.6% | $6,688+70.6% |
| Admin fee / account holder | $377 | $9,750-96.1% | $8,355-95.5% | $13,397-97.2% |