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 | $73,039 | $105,181-30.6% | $159,436-54.2% | $85,850-14.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.91% | 45.07%-29.2pp | 263.57%-247.7pp | 318.53%-302.6pp |
| Employer contribution / active EE | $7,145 | $3,318+115.3% | $4,829+47.9% | $2,565+178.5% |
| Participant deferral / active EE | $8,410 | $5,945+41.5% | $7,352+14.4% | $3,952+112.8% |
| Admin fee / account holder | $561 | $6,933-91.9% | $10,799-94.8% | $6,260-91.0% |