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 | $91,816 | $101,069-9.2% | $81,478+12.7% | $147,584-37.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 14.19% | 32.40%-18.2pp | 38.78%-24.6pp | 578.55%-564.4pp |
| Employer contribution / active EE | $2,031 | $3,205-36.6% | $2,568-20.9% | $4,876-58.4% |
| Participant deferral / active EE | $3,893 | $4,242-8.2% | $3,537+10.1% | $5,439-28.4% |
| Admin fee / account holder | $3,288 | $5,812-43.4% | $4,561-27.9% | $10,885-69.8% |