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 | $111,228 | $157,256-29.3% | $141,162-21.2% | $152,861-27.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.56% | 64.32%-43.8pp | 71.39%-50.8pp | 345.32%-324.8pp |
| Employer contribution / active EE | $2,565 | $5,261-51.2% | $4,735-45.8% | $4,762-46.1% |
| Participant deferral / active EE | $9,407 | $7,109+32.3% | $6,709+40.2% | $5,850+60.8% |
| Admin fee / account holder | $4,077 | $12,120-66.4% | $10,261-60.3% | $11,596-64.8% |