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 | $103,446 | $202,432-48.9% | $169,368-38.9% | $139,434-25.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.03% | 531.74%-517.7pp | 405.60%-391.6pp | 372.94%-358.9pp |
| Employer contribution / active EE | $2,396 | $4,692-48.9% | $4,013-40.3% | $4,751-49.6% |
| Participant deferral / active EE | $12,316 | $6,938+77.5% | $6,221+98.0% | $6,710+83.5% |
| Admin fee / account holder | $3,486 | $10,708-67.4% | $9,003-61.3% | $11,403-69.4% |