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 | $54,161 | $157,256-65.6% | $141,162-61.6% | $152,861-64.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.44% | 64.32%-40.9pp | 71.39%-48.0pp | 345.32%-321.9pp |
| Employer contribution / active EE | $5,600 | $5,261+6.4% | $4,735+18.3% | $4,762+17.6% |
| Participant deferral / active EE | $3,200 | $7,109-55.0% | $6,709-52.3% | $5,850-45.3% |
| Admin fee / account holder | $552 | $12,120-95.4% | $10,261-94.6% | $11,596-95.2% |