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 | $120,177 | $157,256-23.6% | $141,162-14.9% | $152,861-21.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.18% | 64.32%-39.1pp | 71.39%-46.2pp | 345.32%-320.1pp |
| Employer contribution / active EE | $10,579 | $5,261+101.1% | $4,735+123.4% | $4,762+122.1% |
| Participant deferral / active EE | $2,835 | $7,109-60.1% | $6,709-57.7% | $5,850-51.5% |
| Admin fee / account holder | $2,402 | $12,120-80.2% | $10,261-76.6% | $11,596-79.3% |