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 | $37,271 | $157,256-76.3% | $141,162-73.6% | $152,861-75.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.77% | 64.32%-39.6pp | 71.39%-46.6pp | 345.32%-320.6pp |
| Employer contribution / active EE | $6,209 | $5,261+18.0% | $4,735+31.1% | $4,762+30.4% |
| Participant deferral / active EE | $9,888 | $7,109+39.1% | $6,709+47.4% | $5,850+69.0% |
| Admin fee / account holder | $806 | $12,120-93.3% | $10,261-92.1% | $11,596-93.0% |