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 | $98,201 | $115,770-15.2% | $101,248-3.0% | $158,922-38.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.38% | 56.14%-33.8pp | 46.47%-24.1pp | 302.83%-280.4pp |
| Employer contribution / active EE | $2,583 | $4,175-38.1% | $3,660-29.4% | $4,761-45.8% |
| Participant deferral / active EE | $3,182 | $4,957-35.8% | $4,370-27.2% | $5,982-46.8% |
| Admin fee / account holder | $7,531 | $7,245+3.9% | $5,945+26.7% | $11,246-33.0% |