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 | $67,023 | $157,256-57.4% | $141,162-52.5% | $152,861-56.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.71% | 64.32%-46.6pp | 71.39%-53.7pp | 345.32%-327.6pp |
| Employer contribution / active EE | $4,025 | $5,261-23.5% | $4,735-15.0% | $4,762-15.5% |
| Participant deferral / active EE | $4,832 | $7,109-32.0% | $6,709-28.0% | $5,850-17.4% |
| Admin fee / account holder | $2,563 | $12,120-78.9% | $10,261-75.0% | $11,596-77.9% |