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 | $69,770 | $172,111-59.5% | $150,298-53.6% | $137,256-49.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.31% | 69.37%-56.1pp | 62.79%-49.5pp | 220.34%-207.0pp |
| Employer contribution / active EE | $2,049 | $4,636-55.8% | $4,154-50.7% | $4,156-50.7% |
| Participant deferral / active EE | $19,789 | $6,166+220.9% | $5,453+262.9% | $6,407+208.9% |
| Admin fee / account holder | $43,912 | $16,471+166.6% | $14,116+211.1% | $12,270+257.9% |