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 | $97,230 | $157,256-38.2% | $141,162-31.1% | $152,861-36.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.59% | 64.32%-43.7pp | 71.39%-50.8pp | 345.32%-324.7pp |
| Employer contribution / active EE | $6,944 | $5,261+32.0% | $4,735+46.6% | $4,762+45.8% |
| Participant deferral / active EE | $7,309 | $7,109+2.8% | $6,709+8.9% | $5,850+24.9% |
| Admin fee / account holder | $860 | $12,120-92.9% | $10,261-91.6% | $11,596-92.6% |