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 | $89,967 | $107,334-16.2% | $92,893-3.1% | $152,861-41.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 16.56% | 145.58%-129.0pp | 109.41%-92.9pp | 345.32%-328.8pp |
| Employer contribution / active EE | $1,865 | $4,221-55.8% | $3,653-48.9% | $4,762-60.8% |
| Participant deferral / active EE | $9,229 | $4,845+90.5% | $4,236+117.9% | $5,850+57.8% |
| Admin fee / account holder | $3,140 | $7,079-55.6% | $5,794-45.8% | $11,596-72.9% |