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 | $108,996 | $157,256-30.7% | $141,162-22.8% | $152,861-28.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.71% | 64.32%-42.6pp | 71.39%-49.7pp | 345.32%-323.6pp |
| Employer contribution / active EE | $8,209 | $5,261+56.0% | $4,735+73.4% | $4,762+72.4% |
| Participant deferral / active EE | $9,064 | $7,109+27.5% | $6,709+35.1% | $5,850+54.9% |
| Admin fee / account holder | $742 | $12,120-93.9% | $10,261-92.8% | $11,596-93.6% |