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 | $126,796 | $183,592-30.9% | $155,567-18.5% | $145,959-13.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.32% | 61.24%-48.9pp | 64.74%-52.4pp | 561.95%-549.6pp |
| Employer contribution / active EE | $4,325 | $5,315-18.6% | $4,674-7.5% | $4,661-7.2% |
| Participant deferral / active EE | $30,500 | $6,464+371.8% | $5,628+442.0% | $6,689+356.0% |
| Admin fee / account holder | $959 | $19,318-95.0% | $15,916-94.0% | $13,398-92.8% |