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 | $120,258 | $157,256-23.5% | $141,162-14.8% | $152,861-21.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.04% | 64.32%-44.3pp | 71.39%-51.4pp | 345.32%-325.3pp |
| Employer contribution / active EE | $3,921 | $5,261-25.5% | $4,735-17.2% | $4,762-17.7% |
| Participant deferral / active EE | $8,002 | $7,109+12.6% | $6,709+19.3% | $5,850+36.8% |
| Admin fee / account holder | $23,792 | $12,120+96.3% | $10,261+131.9% | $11,596+105.2% |