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 | $97,238 | $148,534-34.5% | $135,903-28.5% | $139,434-30.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.85% | 79.19%-57.3pp | 68.23%-46.4pp | 372.94%-351.1pp |
| Employer contribution / active EE | $3,119 | $5,243-40.5% | $4,856-35.8% | $4,751-34.3% |
| Participant deferral / active EE | $5,617 | $8,100-30.7% | $7,758-27.6% | $6,710-16.3% |
| Admin fee / account holder | $529 | $12,400-95.7% | $10,762-95.1% | $11,403-95.4% |