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 | $96,478 | $157,256-38.6% | $141,162-31.7% | $152,861-36.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.65% | 64.32%-45.7pp | 71.39%-52.7pp | 345.32%-326.7pp |
| Employer contribution / active EE | $3,073 | $5,261-41.6% | $4,735-35.1% | $4,762-35.5% |
| Participant deferral / active EE | $8,089 | $7,109+13.8% | $6,709+20.6% | $5,850+38.3% |
| Admin fee / account holder | $583 | $12,120-95.2% | $10,261-94.3% | $11,596-95.0% |