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 | $118,993 | $157,256-24.3% | $141,162-15.7% | $152,861-22.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.47% | 64.32%-43.9pp | 71.39%-50.9pp | 345.32%-324.9pp |
| Employer contribution / active EE | $3,872 | $5,261-26.4% | $4,735-18.2% | $4,762-18.7% |
| Participant deferral / active EE | $15,598 | $7,109+119.4% | $6,709+132.5% | $5,850+166.6% |
| Admin fee / account holder | $773 | $12,120-93.6% | $10,261-92.5% | $11,596-93.3% |