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 | $72,816 | $162,781-55.3% | $133,956-45.6% | $158,922-54.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 20.59% | 41.94%-21.3pp | 45.09%-24.5pp | 302.83%-282.2pp |
| Employer contribution / active EE | $12,983 | $4,975+160.9% | $3,919+231.3% | $4,761+172.7% |
| Participant deferral / active EE | $8,810 | $5,911+49.0% | $5,048+74.5% | $5,982+47.3% |
| Admin fee / account holder | $915 | $11,736-92.2% | $8,927-89.8% | $11,246-91.9% |