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 | $29,001 | $115,770-74.9% | $101,248-71.4% | $158,922-81.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.03% | 56.14%-43.1pp | 46.47%-33.4pp | 302.83%-289.8pp |
| Employer contribution / active EE | $1,510 | $4,175-63.8% | $3,660-58.7% | $4,761-68.3% |
| Participant deferral / active EE | $4,699 | $4,957-5.2% | $4,370+7.5% | $5,982-21.4% |
| Admin fee / account holder | $923 | $7,245-87.3% | $5,945-84.5% | $11,246-91.8% |