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 | $90,177 | $157,256-42.7% | $141,162-36.1% | $152,861-41.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.91% | 64.32%-38.4pp | 71.39%-45.5pp | 345.32%-319.4pp |
| Employer contribution / active EE | $3,819 | $5,261-27.4% | $4,735-19.4% | $4,762-19.8% |
| Participant deferral / active EE | $14,805 | $7,109+108.3% | $6,709+120.7% | $5,850+153.1% |
| Admin fee / account holder | $729 | $12,120-94.0% | $10,261-92.9% | $11,596-93.7% |