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 | $118,529 | $157,256-24.6% | $141,162-16.0% | $152,861-22.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.00% | 64.32%-38.3pp | 71.39%-45.4pp | 345.32%-319.3pp |
| Employer contribution / active EE | $6,481 | $5,261+23.2% | $4,735+36.9% | $4,762+36.1% |
| Participant deferral / active EE | $7,859 | $7,109+10.5% | $6,709+17.1% | $5,850+34.3% |
| Admin fee / account holder | $41,607 | $12,120+243.3% | $10,261+305.5% | $11,596+258.8% |