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 | $91,967 | $157,256-41.5% | $141,162-34.8% | $152,861-39.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.99% | 64.32%-44.3pp | 71.39%-51.4pp | 345.32%-325.3pp |
| Employer contribution / active EE | $12,116 | $5,261+130.3% | $4,735+155.9% | $4,762+154.4% |
| Participant deferral / active EE | $10,785 | $7,109+51.7% | $6,709+60.7% | $5,850+84.3% |
| Admin fee / account holder | $411 | $12,120-96.6% | $10,261-96.0% | $11,596-96.5% |