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 | $76,395 | $157,256-51.4% | $141,162-45.9% | $152,861-50.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.97% | 64.32%-40.4pp | 71.39%-47.4pp | 345.32%-321.3pp |
| Employer contribution / active EE | $1,001 | $5,261-81.0% | $4,735-78.9% | $4,762-79.0% |
| Participant deferral / active EE | $8,318 | $7,109+17.0% | $6,709+24.0% | $5,850+42.2% |
| Admin fee / account holder | $5,540 | $12,120-54.3% | $10,261-46.0% | $11,596-52.2% |