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 | $72,791 | $157,256-53.7% | $141,162-48.4% | $152,861-52.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.99% | 64.32%-40.3pp | 71.39%-47.4pp | 345.32%-321.3pp |
| Employer contribution / active EE | $11,362 | $5,261+116.0% | $4,735+140.0% | $4,762+138.6% |
| Participant deferral / active EE | $9,323 | $7,109+31.1% | $6,709+39.0% | $5,850+59.4% |
| Admin fee / account holder | $16,347 | $12,120+34.9% | $10,261+59.3% | $11,596+41.0% |