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 | $85,086 | $157,256-45.9% | $141,162-39.7% | $152,861-44.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.14% | 64.32%-39.2pp | 71.39%-46.3pp | 345.32%-320.2pp |
| Employer contribution / active EE | $2,844 | $5,261-45.9% | $4,735-39.9% | $4,762-40.3% |
| Participant deferral / active EE | $5,107 | $7,109-28.2% | $6,709-23.9% | $5,850-12.7% |
| Admin fee / account holder | $1,606 | $12,120-86.7% | $10,261-84.3% | $11,596-86.1% |