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 | $87,050 | $210,698-58.7% | $178,014-51.1% | $145,959-40.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.86% | 386.27%-366.4pp | 294.80%-274.9pp | 561.95%-542.1pp |
| Employer contribution / active EE | $4,014 | $4,567-12.1% | $3,950+1.6% | $4,661-13.9% |
| Participant deferral / active EE | $5,361 | $6,958-23.0% | $6,276-14.6% | $6,689-19.8% |
| Admin fee / account holder | $710 | $12,016-94.1% | $10,362-93.1% | $13,398-94.7% |