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 | $24,972 | $755,339-96.7% | $379,746-93.4% | $158,922-84.3% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 14.08% | 53.41%-39.3pp | 34.90%-20.8pp | 302.83%-288.7pp |
| Employer contribution / active EE | $8,614 | $4,685+83.9% | $3,540+143.4% | $4,761+80.9% |
| Participant deferral / active EE | $7,167 | $7,938-9.7% | $6,024+19.0% | $5,982+19.8% |
| Admin fee / account holder | $6,890 | $14,482-52.4% | $7,927-13.1% | $11,246-38.7% |