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 | $61,578 | $179,726-65.7% | $156,263-60.6% | $142,382-56.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.43% | 77.86%-65.4pp | 59.47%-47.0pp | 217.08%-204.6pp |
| Employer contribution / active EE | $6,525 | $5,069+28.7% | $4,333+50.6% | $4,299+51.8% |
| Participant deferral / active EE | $5,988 | $6,956-13.9% | $6,158-2.8% | $6,507-8.0% |
| Admin fee / account holder | $867 | $17,272-95.0% | $14,255-93.9% | $12,624-93.1% |