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 | $120,469 | $157,256-23.4% | $141,162-14.7% | $152,861-21.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.46% | 64.32%-43.9pp | 71.39%-50.9pp | 345.32%-324.9pp |
| Employer contribution / active EE | $4,075 | $5,261-22.5% | $4,735-13.9% | $4,762-14.4% |
| Participant deferral / active EE | $11,033 | $7,109+55.2% | $6,709+64.4% | $5,850+88.6% |
| Admin fee / account holder | $28,004 | $12,120+131.1% | $10,261+172.9% | $11,596+141.5% |