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 | $46,408 | $157,256-70.5% | $141,162-67.1% | $152,861-69.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.38% | 64.32%-40.9pp | 71.39%-48.0pp | 345.32%-321.9pp |
| Employer contribution / active EE | $3,561 | $5,261-32.3% | $4,735-24.8% | $4,762-25.2% |
| Participant deferral / active EE | $11,607 | $7,109+63.3% | $6,709+73.0% | $5,850+98.4% |
| Admin fee / account holder | $710 | $12,120-94.1% | $10,261-93.1% | $11,596-93.9% |