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 | $94,662 | $157,256-39.8% | $141,162-32.9% | $152,861-38.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.19% | 64.32%-44.1pp | 71.39%-51.2pp | 345.32%-325.1pp |
| Employer contribution / active EE | $5,778 | $5,261+9.8% | $4,735+22.0% | $4,762+21.3% |
| Participant deferral / active EE | $4,570 | $7,109-35.7% | $6,709-31.9% | $5,850-21.9% |
| Admin fee / account holder | $356 | $12,120-97.1% | $10,261-96.5% | $11,596-96.9% |