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 | $88,112 | $124,319-29.1% | $111,297-20.8% | $167,490-47.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 10.12% | 37.44%-27.3pp | 54.65%-44.5pp | 478.56%-468.4pp |
| Employer contribution / active EE | $4,302 | $3,435+25.2% | $2,731+57.5% | $4,837-11.1% |
| Participant deferral / active EE | $7,243 | $5,180+39.8% | $4,487+61.4% | $6,341+14.2% |
| Admin fee / account holder | $29,215 | $10,618+175.1% | $7,964+266.8% | $12,309+137.3% |