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 | $82,743 | $157,256-47.4% | $141,162-41.4% | $152,861-45.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.54% | 64.32%-42.8pp | 71.39%-49.8pp | 345.32%-323.8pp |
| Employer contribution / active EE | $3,595 | $5,261-31.7% | $4,735-24.1% | $4,762-24.5% |
| Participant deferral / active EE | $10,307 | $7,109+45.0% | $6,709+53.6% | $5,850+76.2% |
| Admin fee / account holder | $25,334 | $12,120+109.0% | $10,261+146.9% | $11,596+118.5% |