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 | $99,089 | $232,540-57.4% | $185,117-46.5% | $147,584-32.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 19.57% | 43.03%-23.5pp | 40.50%-20.9pp | 578.55%-559.0pp |
| Employer contribution / active EE | $11,399 | $5,195+119.4% | $4,182+172.6% | $4,876+133.8% |
| Participant deferral / active EE | $9,574 | $5,834+64.1% | $5,045+89.8% | $5,439+76.0% |
| Admin fee / account holder | $952 | $10,275-90.7% | $8,159-88.3% | $10,885-91.3% |