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 | $30,018 | $157,256-80.9% | $141,162-78.7% | $152,861-80.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 35.41% | 64.32%-28.9pp | 71.39%-36.0pp | 345.32%-309.9pp |
| Employer contribution / active EE | $7,225 | $5,261+37.3% | $4,735+52.6% | $4,762+51.7% |
| Participant deferral / active EE | $8,529 | $7,109+20.0% | $6,709+27.1% | $5,850+45.8% |
| Admin fee / account holder | $2,393 | $12,120-80.3% | $10,261-76.7% | $11,596-79.4% |