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 | $110,825 | $232,540-52.3% | $185,117-40.1% | $147,584-24.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 14.74% | 43.03%-28.3pp | 40.50%-25.8pp | 578.55%-563.8pp |
| Employer contribution / active EE | $2,876 | $5,195-44.6% | $4,182-31.2% | $4,876-41.0% |
| Participant deferral / active EE | $11,355 | $5,834+94.6% | $5,045+125.1% | $5,439+108.8% |
| Admin fee / account holder | $813 | $10,275-92.1% | $8,159-90.0% | $10,885-92.5% |