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 | $96,380 | $157,256-38.7% | $141,162-31.7% | $152,861-36.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.12% | 64.32%-44.2pp | 71.39%-51.3pp | 345.32%-325.2pp |
| Employer contribution / active EE | $3,540 | $5,261-32.7% | $4,735-25.2% | $4,762-25.7% |
| Participant deferral / active EE | $11,777 | $7,109+65.6% | $6,709+75.5% | $5,850+101.3% |
| Admin fee / account holder | $46,530 | $12,120+283.9% | $10,261+353.5% | $11,596+301.2% |