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 | $64,577 | $157,256-58.9% | $141,162-54.3% | $152,861-57.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.31% | 64.32%-36.0pp | 71.39%-43.1pp | 345.32%-317.0pp |
| Employer contribution / active EE | $18,189 | $5,261+245.7% | $4,735+284.1% | $4,762+281.9% |
| Participant deferral / active EE | $11,707 | $7,109+64.7% | $6,709+74.5% | $5,850+100.1% |
| Admin fee / account holder | $2,118 | $12,120-82.5% | $10,261-79.4% | $11,596-81.7% |