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 | $90,935 | $157,256-42.2% | $141,162-35.6% | $152,861-40.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.48% | 64.32%-48.8pp | 71.39%-55.9pp | 345.32%-329.8pp |
| Employer contribution / active EE | $1,807 | $5,261-65.7% | $4,735-61.8% | $4,762-62.1% |
| Participant deferral / active EE | $12,850 | $7,109+80.7% | $6,709+91.5% | $5,850+119.7% |
| Admin fee / account holder | $913 | $12,120-92.5% | $10,261-91.1% | $11,596-92.1% |