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 | $60,887 | $157,256-61.3% | $141,162-56.9% | $152,861-60.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.63% | 64.32%-42.7pp | 71.39%-49.8pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,762 | $5,261-66.5% | $4,735-62.8% | $4,762-63.0% |
| Participant deferral / active EE | $4,757 | $7,109-33.1% | $6,709-29.1% | $5,850-18.7% |
| Admin fee / account holder | $489 | $12,120-96.0% | $10,261-95.2% | $11,596-95.8% |