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 | $45,923 | $157,256-70.8% | $141,162-67.5% | $152,861-70.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.93% | 64.32%-44.4pp | 71.39%-51.5pp | 345.32%-325.4pp |
| Employer contribution / active EE | $3,292 | $5,261-37.4% | $4,735-30.5% | $4,762-30.9% |
| Participant deferral / active EE | $6,419 | $7,109-9.7% | $6,709-4.3% | $5,850+9.7% |
| Admin fee / account holder | $1,953 | $12,120-83.9% | $10,261-81.0% | $11,596-83.2% |