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 | $91,663 | $176,377-48.0% | $134,143-31.7% | $158,922-42.3% |
| Participation rate | 92.3% | 78.7%+13.6pp | 72.2%+20.1pp | 82.0%+10.3pp |
| Annual return | 10.68% | 63.63%-52.9pp | 36.33%-25.7pp | 302.83%-292.1pp |
| Employer contribution / active EE | $1,883 | $5,040-62.7% | $3,704-49.2% | $4,761-60.5% |
| Participant deferral / active EE | $6,344 | $4,091+55.1% | $3,499+81.3% | $5,982+6.0% |
| Admin fee / account holder | $25,912 | $8,718+197.2% | $6,684+287.7% | $11,246+130.4% |