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 | $70,015 | $157,256-55.5% | $141,162-50.4% | $152,861-54.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.81% | 64.32%-41.5pp | 71.39%-48.6pp | 345.32%-322.5pp |
| Employer contribution / active EE | $7,097 | $5,261+34.9% | $4,735+49.9% | $4,762+49.0% |
| Participant deferral / active EE | $5,348 | $7,109-24.8% | $6,709-20.3% | $5,850-8.6% |
| Admin fee / account holder | $590 | $12,120-95.1% | $10,261-94.2% | $11,596-94.9% |