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 | $28,707 | $157,256-81.7% | $141,162-79.7% | $152,861-81.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.57% | 64.32%-38.8pp | 71.39%-45.8pp | 345.32%-319.8pp |
| Employer contribution / active EE | $4,382 | $5,261-16.7% | $4,735-7.5% | $4,762-8.0% |
| Participant deferral / active EE | $4,889 | $7,109-31.2% | $6,709-27.1% | $5,850-16.4% |
| Admin fee / account holder | $502 | $12,120-95.9% | $10,261-95.1% | $11,596-95.7% |