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 | $120,056 | $198,466-39.5% | $170,442-29.6% | $147,584-18.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.69% | 257.29%-237.6pp | 205.93%-186.2pp | 578.55%-558.9pp |
| Employer contribution / active EE | $2,469 | $6,184-60.1% | $5,433-54.6% | $4,876-49.4% |
| Participant deferral / active EE | $9,386 | $5,629+66.7% | $4,939+90.0% | $5,439+72.6% |
| Admin fee / account holder | $338 | $16,852-98.0% | $13,880-97.6% | $10,885-96.9% |