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 | $115,120 | $226,064-49.1% | $182,532-36.9% | $152,861-24.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 12.15% | 192.51%-180.4pp | 148.54%-136.4pp | 345.32%-333.2pp |
| Employer contribution / active EE | $1,995 | $4,978-59.9% | $4,076-51.0% | $4,762-58.1% |
| Participant deferral / active EE | $4,659 | $6,368-26.8% | $5,524-15.7% | $5,850-20.4% |
| Admin fee / account holder | $1,207 | $10,703-88.7% | $8,592-85.9% | $11,596-89.6% |