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 | $84,239 | $157,256-46.4% | $141,162-40.3% | $152,861-44.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.68% | 64.32%-42.6pp | 71.39%-49.7pp | 345.32%-323.6pp |
| Employer contribution / active EE | $7,953 | $5,261+51.2% | $4,735+68.0% | $4,762+67.0% |
| Participant deferral / active EE | $6,375 | $7,109-10.3% | $6,709-5.0% | $5,850+9.0% |
| Admin fee / account holder | $14,886 | $12,120+22.8% | $10,261+45.1% | $11,596+28.4% |