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 | $110,995 | $226,064-50.9% | $182,532-39.2% | $152,861-27.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 22.17% | 192.51%-170.3pp | 148.54%-126.4pp | 345.32%-323.2pp |
| Employer contribution / active EE | $2,013 | $4,978-59.6% | $4,076-50.6% | $4,762-57.7% |
| Participant deferral / active EE | $5,798 | $6,368-8.9% | $5,524+5.0% | $5,850-0.9% |
| Admin fee / account holder | $2,344 | $10,703-78.1% | $8,592-72.7% | $11,596-79.8% |