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 | $58,664 | $157,256-62.7% | $141,162-58.4% | $152,861-61.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.94% | 64.32%-44.4pp | 71.39%-51.4pp | 345.32%-325.4pp |
| Employer contribution / active EE | $9,827 | $5,261+86.8% | $4,735+107.5% | $4,762+106.4% |
| Participant deferral / active EE | $9,284 | $7,109+30.6% | $6,709+38.4% | $5,850+58.7% |
| Admin fee / account holder | $4,507 | $12,120-62.8% | $10,261-56.1% | $11,596-61.1% |