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 | $99,583 | $172,111-42.1% | $150,298-33.7% | $137,256-27.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.57% | 69.37%-53.8pp | 62.79%-47.2pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,545 | $4,636-45.1% | $4,154-38.7% | $4,156-38.8% |
| Participant deferral / active EE | $9,700 | $6,166+57.3% | $5,453+77.9% | $6,407+51.4% |
| Admin fee / account holder | $1,052 | $16,471-93.6% | $14,116-92.5% | $12,270-91.4% |