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 | $95,557 | $157,256-39.2% | $141,162-32.3% | $152,861-37.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 36.53% | 64.32%-27.8pp | 71.39%-34.9pp | 345.32%-308.8pp |
| Employer contribution / active EE | $3,101 | $5,261-41.1% | $4,735-34.5% | $4,762-34.9% |
| Participant deferral / active EE | $9,840 | $7,109+38.4% | $6,709+46.7% | $5,850+68.2% |
| Admin fee / account holder | $1,897 | $12,120-84.3% | $10,261-81.5% | $11,596-83.6% |