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 | $46,124 | $157,256-70.7% | $141,162-67.3% | $152,861-69.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.64% | 64.32%-40.7pp | 71.39%-47.8pp | 345.32%-321.7pp |
| Employer contribution / active EE | $2,503 | $5,261-52.4% | $4,735-47.1% | $4,762-47.5% |
| Participant deferral / active EE | $6,283 | $7,109-11.6% | $6,709-6.4% | $5,850+7.4% |
| Admin fee / account holder | $876 | $12,120-92.8% | $10,261-91.5% | $11,596-92.5% |