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 | $108,866 | $157,256-30.8% | $141,162-22.9% | $152,861-28.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.46% | 64.32%-48.9pp | 71.39%-55.9pp | 345.32%-329.9pp |
| Employer contribution / active EE | $9,143 | $5,261+73.8% | $4,735+93.1% | $4,762+92.0% |
| Participant deferral / active EE | $11,499 | $7,109+61.7% | $6,709+71.4% | $5,850+96.6% |
| Admin fee / account holder | $180,840 | $12,120+1392.1% | $10,261+1662.4% | $11,596+1459.4% |