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 | $64,161 | $157,256-59.2% | $141,162-54.5% | $152,861-58.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.95% | 64.32%-42.4pp | 71.39%-49.4pp | 345.32%-323.4pp |
| Employer contribution / active EE | $6,049 | $5,261+15.0% | $4,735+27.7% | $4,762+27.0% |
| Participant deferral / active EE | $10,732 | $7,109+50.9% | $6,709+60.0% | $5,850+83.4% |
| Admin fee / account holder | $460 | $12,120-96.2% | $10,261-95.5% | $11,596-96.0% |