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 | $98,661 | $202,432-51.3% | $169,368-41.7% | $139,434-29.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.89% | 531.74%-513.8pp | 405.60%-387.7pp | 372.94%-355.1pp |
| Employer contribution / active EE | $2,689 | $4,692-42.7% | $4,013-33.0% | $4,751-43.4% |
| Participant deferral / active EE | $15,429 | $6,938+122.4% | $6,221+148.0% | $6,710+129.9% |
| Admin fee / account holder | $397 | $10,708-96.3% | $9,003-95.6% | $11,403-96.5% |