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 | $95,118 | $161,352-41.0% | $134,172-29.1% | $137,256-30.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 22.64% | 28.72%-6.1pp | 25.30%-2.7pp | 220.34%-197.7pp |
| Employer contribution / active EE | $5,626 | $4,099+37.3% | $3,420+64.5% | $4,156+35.4% |
| Participant deferral / active EE | $9,199 | $5,552+65.7% | $4,690+96.1% | $6,407+43.6% |
| Admin fee / account holder | $612 | $15,028-95.9% | $12,016-94.9% | $12,270-95.0% |