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 | $70,683 | $70,6690% | $169,368-58.3% | $75,163-6.0% |
| Participation rate | 95.0% | 64.8%+30.2pp | 77.1%+17.9pp | 67.2%+27.8pp |
| Annual return | 31.24% | 36.36%-5.1pp | 405.60%-374.4pp | 160.62%-129.4pp |
| Employer contribution / active EE | $7,371 | $2,211+233.4% | $4,013+83.7% | $2,670+176.1% |
| Participant deferral / active EE | $15,318 | $4,311+255.4% | $6,221+146.2% | $4,125+271.3% |
| Admin fee / account holder | $822 | $5,402-84.8% | $9,003-90.9% | $5,651-85.4% |