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 | $80,706 | $102,966-21.6% | $90,281-10.6% | $152,861-47.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 40.24% | 95.16%-54.9pp | 78.10%-37.9pp | 345.32%-305.1pp |
| Employer contribution / active EE | $1,635 | $3,139-47.9% | $2,854-42.7% | $4,762-65.7% |
| Participant deferral / active EE | $14,535 | $4,281+239.5% | $3,885+274.1% | $5,850+148.5% |
| Admin fee / account holder | $768 | $6,171-87.5% | $5,351-85.6% | $11,596-93.4% |