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 | $101,363 | $198,466-48.9% | $170,442-40.5% | $147,584-31.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.03% | 257.29%-245.3pp | 205.93%-193.9pp | 578.55%-566.5pp |
| Employer contribution / active EE | $15,222 | $6,184+146.2% | $5,433+180.2% | $4,876+212.2% |
| Participant deferral / active EE | $9,225 | $5,629+63.9% | $4,939+86.8% | $5,439+69.6% |
| Admin fee / account holder | $508 | $16,852-97.0% | $13,880-96.3% | $10,885-95.3% |