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 | $69,978 | $112,096-37.6% | $95,952-27.1% | $158,922-56.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 10.83% | 171.09%-160.3pp | 91.61%-80.8pp | 302.83%-292.0pp |
| Employer contribution / active EE | $10,907 | $3,198+241.1% | $2,541+329.2% | $4,761+129.1% |
| Participant deferral / active EE | $3,698 | $4,784-22.7% | $4,167-11.3% | $5,982-38.2% |
| Admin fee / account holder | $1,600 | $10,130-84.2% | $6,795-76.5% | $11,246-85.8% |