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 | $60,955 | $157,256-61.2% | $141,162-56.8% | $152,861-60.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.59% | 64.32%-38.7pp | 71.39%-45.8pp | 345.32%-319.7pp |
| Employer contribution / active EE | $17,782 | $5,261+238.0% | $4,735+275.6% | $4,762+273.4% |
| Participant deferral / active EE | $17,871 | $7,109+151.4% | $6,709+166.4% | $5,850+205.5% |
| Admin fee / account holder | $2,209 | $12,120-81.8% | $10,261-78.5% | $11,596-81.0% |