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 | $132,648 | $198,466-33.2% | $170,442-22.2% | $147,584-10.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.26% | 257.29%-242.0pp | 205.93%-190.7pp | 578.55%-563.3pp |
| Employer contribution / active EE | $9,276 | $6,184+50.0% | $5,433+70.8% | $4,876+90.2% |
| Participant deferral / active EE | $4,225 | $5,629-25.0% | $4,939-14.5% | $5,439-22.3% |
| Admin fee / account holder | $4,438 | $16,852-73.7% | $13,880-68.0% | $10,885-59.2% |