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 | $73,573 | $157,256-53.2% | $141,162-47.9% | $152,861-51.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.75% | 64.32%-42.6pp | 71.39%-49.6pp | 345.32%-323.6pp |
| Employer contribution / active EE | $12,810 | $5,261+143.5% | $4,735+170.5% | $4,762+169.0% |
| Participant deferral / active EE | $8,353 | $7,109+17.5% | $6,709+24.5% | $5,850+42.8% |
| Admin fee / account holder | $985 | $12,120-91.9% | $10,261-90.4% | $11,596-91.5% |