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 | $98,019 | $159,901-38.7% | $146,958-33.3% | $145,922-32.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.58% | 98.13%-81.6pp | 418.34%-401.8pp | 561.29%-544.7pp |
| Employer contribution / active EE | $2,420 | $5,286-54.2% | $4,933-50.9% | $4,660-48.1% |
| Participant deferral / active EE | $17,911 | $8,428+112.5% | $8,070+121.9% | $6,688+167.8% |
| Admin fee / account holder | $896 | $15,044-94.0% | $12,998-93.1% | $13,397-93.3% |