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 | $68,580 | $162,781-57.9% | $133,956-48.8% | $158,922-56.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.55% | 41.94%-26.4pp | 45.09%-29.5pp | 302.83%-287.3pp |
| Employer contribution / active EE | $2,151 | $4,975-56.8% | $3,919-45.1% | $4,761-54.8% |
| Participant deferral / active EE | $6,442 | $5,911+9.0% | $5,048+27.6% | $5,982+7.7% |
| Admin fee / account holder | $10,317 | $11,736-12.1% | $8,927+15.6% | $11,246-8.3% |