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 | $76,989 | $157,256-51.0% | $141,162-45.5% | $152,861-49.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.40% | 64.32%-44.9pp | 71.39%-52.0pp | 345.32%-325.9pp |
| Employer contribution / active EE | $11,429 | $5,261+117.2% | $4,735+141.4% | $4,762+140.0% |
| Participant deferral / active EE | $9,254 | $7,109+30.2% | $6,709+37.9% | $5,850+58.2% |
| Admin fee / account holder | $1,029 | $12,120-91.5% | $10,261-90.0% | $11,596-91.1% |