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 | $132,175 | $157,256-15.9% | $141,162-6.4% | $152,861-13.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.98% | 64.32%-40.3pp | 71.39%-47.4pp | 345.32%-321.3pp |
| Employer contribution / active EE | $8,892 | $5,261+69.0% | $4,735+87.8% | $4,762+86.7% |
| Participant deferral / active EE | $9,768 | $7,109+37.4% | $6,709+45.6% | $5,850+67.0% |
| Admin fee / account holder | $329 | $12,120-97.3% | $10,261-96.8% | $11,596-97.2% |