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 | $90,025 | $157,256-42.8% | $141,162-36.2% | $152,861-41.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.97% | 64.32%-46.4pp | 71.39%-53.4pp | 345.32%-327.3pp |
| Employer contribution / active EE | $2,336 | $5,261-55.6% | $4,735-50.7% | $4,762-50.9% |
| Participant deferral / active EE | $9,348 | $7,109+31.5% | $6,709+39.3% | $5,850+59.8% |
| Admin fee / account holder | $718 | $12,120-94.1% | $10,261-93.0% | $11,596-93.8% |