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 | $115,829 | $201,272-42.5% | $184,203-37.1% | $145,922-20.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.70% | 29.00%-18.3pp | 28.81%-18.1pp | 561.29%-550.6pp |
| Employer contribution / active EE | $2,328 | $7,022-66.8% | $6,427-63.8% | $4,660-50.0% |
| Participant deferral / active EE | $14,578 | $9,806+48.7% | $9,131+59.7% | $6,688+118.0% |
| Admin fee / account holder | $678 | $16,364-95.9% | $13,901-95.1% | $13,397-94.9% |