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 | $103,853 | $202,432-48.7% | $169,368-38.7% | $139,434-25.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.88% | 531.74%-515.9pp | 405.60%-389.7pp | 372.94%-357.1pp |
| Employer contribution / active EE | $8,201 | $4,692+74.8% | $4,013+104.4% | $4,751+72.6% |
| Participant deferral / active EE | $2,200 | $6,938-68.3% | $6,221-64.6% | $6,710-67.2% |
| Admin fee / account holder | $1,292 | $10,708-87.9% | $9,003-85.6% | $11,403-88.7% |