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 | $99,986 | $115,770-13.6% | $101,248-1.2% | $158,922-37.1% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+9.0pp |
| Annual return | 16.55% | 56.14%-39.6pp | 46.47%-29.9pp | 302.83%-286.3pp |
| Employer contribution / active EE | $4,041 | $4,175-3.2% | $3,660+10.4% | $4,761-15.1% |
| Participant deferral / active EE | $11,489 | $4,957+131.8% | $4,370+162.9% | $5,982+92.1% |
| Admin fee / account holder | $311 | $7,245-95.7% | $5,945-94.8% | $11,246-97.2% |