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 | $85,042 | $175,202-51.5% | $149,673-43.2% | $139,434-39.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.83% | 166.71%-145.9pp | 134.42%-113.6pp | 372.94%-352.1pp |
| Employer contribution / active EE | $2,125 | $5,474-61.2% | $4,818-55.9% | $4,751-55.3% |
| Participant deferral / active EE | $5,074 | $6,519-22.2% | $5,680-10.7% | $6,710-24.4% |
| Admin fee / account holder | $5,926 | $16,150-63.3% | $13,210-55.1% | $11,403-48.0% |