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 | $99,795 | $114,381-12.8% | $107,525-7.2% | $142,382-29.9% |
| Participation rate | 90.5% | 78.1%+12.3pp | 75.1%+15.4pp | 80.1%+10.4pp |
| Annual return | 14.39% | 242.71%-228.3pp | 181.32%-166.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,973 | $4,015-25.9% | $3,754-20.8% | $4,299-30.8% |
| Participant deferral / active EE | $8,744 | $5,564+57.1% | $5,116+70.9% | $6,507+34.4% |
| Admin fee / account holder | $55,062 | $9,860+458.4% | $8,919+517.4% | $12,624+336.2% |