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 | $74,920 | $157,256-52.4% | $141,162-46.9% | $152,861-51.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.95% | 64.32%-49.4pp | 71.39%-56.4pp | 345.32%-330.4pp |
| Employer contribution / active EE | $7,227 | $5,261+37.4% | $4,735+52.6% | $4,762+51.7% |
| Participant deferral / active EE | $4,437 | $7,109-37.6% | $6,709-33.9% | $5,850-24.2% |
| Admin fee / account holder | $631 | $12,120-94.8% | $10,261-93.9% | $11,596-94.6% |