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 | $114,792 | $226,064-49.2% | $182,532-37.1% | $152,861-24.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 24.81% | 192.51%-167.7pp | 148.54%-123.7pp | 345.32%-320.5pp |
| Employer contribution / active EE | $3,161 | $4,978-36.5% | $4,076-22.4% | $4,762-33.6% |
| Participant deferral / active EE | $22,670 | $6,368+256.0% | $5,524+310.4% | $5,850+287.5% |
| Admin fee / account holder | $1,702 | $10,703-84.1% | $8,592-80.2% | $11,596-85.3% |