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 | $82,122 | $157,256-47.8% | $141,162-41.8% | $152,861-46.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.82% | 64.32%-43.5pp | 71.39%-50.6pp | 345.32%-324.5pp |
| Employer contribution / active EE | $11,155 | $5,261+112.0% | $4,735+135.6% | $4,762+134.2% |
| Participant deferral / active EE | $10,703 | $7,109+50.6% | $6,709+59.5% | $5,850+83.0% |
| Admin fee / account holder | $2,522 | $12,120-79.2% | $10,261-75.4% | $11,596-78.2% |