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 | $176,008 | $210,648-16.4% | $177,989-1.1% | $145,922+20.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.75% | 385.86%-375.1pp | 294.48%-283.7pp | 561.29%-550.5pp |
| Employer contribution / active EE | $2,544 | $4,565-44.3% | $3,949-35.6% | $4,660-45.4% |
| Participant deferral / active EE | $6,083 | $6,958-12.6% | $6,276-3.1% | $6,688-9.0% |
| Admin fee / account holder | $953 | $12,013-92.1% | $10,363-90.8% | $13,397-92.9% |