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 | $107,325 | $198,466-45.9% | $170,442-37.0% | $147,584-27.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.50% | 257.29%-239.8pp | 205.93%-188.4pp | 578.55%-561.1pp |
| Employer contribution / active EE | $2,226 | $6,184-64.0% | $5,433-59.0% | $4,876-54.4% |
| Participant deferral / active EE | $5,194 | $5,629-7.7% | $4,939+5.1% | $5,439-4.5% |
| Admin fee / account holder | $1,976 | $16,852-88.3% | $13,880-85.8% | $10,885-81.9% |