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 | $60,260 | $232,540-74.1% | $185,117-67.4% | $147,584-59.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 14.05% | 43.03%-29.0pp | 40.50%-26.4pp | 578.55%-564.5pp |
| Employer contribution / active EE | $1,342 | $5,195-74.2% | $4,182-67.9% | $4,876-72.5% |
| Participant deferral / active EE | $10,727 | $5,834+83.9% | $5,045+112.6% | $5,439+97.2% |
| Admin fee / account holder | $630 | $10,275-93.9% | $8,159-92.3% | $10,885-94.2% |