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 | $97,912 | $198,466-50.7% | $170,442-42.6% | $147,584-33.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.52% | 257.29%-238.8pp | 205.93%-187.4pp | 578.55%-560.0pp |
| Employer contribution / active EE | $3,773 | $6,184-39.0% | $5,433-30.6% | $4,876-22.6% |
| Participant deferral / active EE | $5,202 | $5,629-7.6% | $4,939+5.3% | $5,439-4.4% |
| Admin fee / account holder | $6,751 | $16,852-59.9% | $13,880-51.4% | $10,885-38.0% |