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 | $57,732 | $157,256-63.3% | $141,162-59.1% | $152,861-62.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.41% | 64.32%-43.9pp | 71.39%-51.0pp | 345.32%-324.9pp |
| Employer contribution / active EE | $8,008 | $5,261+52.2% | $4,735+69.1% | $4,762+68.1% |
| Participant deferral / active EE | $14,588 | $7,109+105.2% | $6,709+117.4% | $5,850+149.4% |
| Admin fee / account holder | $142,055 | $12,120+1072.1% | $10,261+1284.4% | $11,596+1125.0% |