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 | $83,812 | $157,256-46.7% | $141,162-40.6% | $152,861-45.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.39% | 64.32%-45.9pp | 71.39%-53.0pp | 345.32%-326.9pp |
| Employer contribution / active EE | $14,782 | $5,261+181.0% | $4,735+212.2% | $4,762+210.4% |
| Participant deferral / active EE | $10,087 | $7,109+41.9% | $6,709+50.3% | $5,850+72.4% |
| Admin fee / account holder | $445 | $12,120-96.3% | $10,261-95.7% | $11,596-96.2% |