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 | $105,203 | $115,770-9.1% | $101,248+3.9% | $158,922-33.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.78% | 56.14%-39.4pp | 46.47%-29.7pp | 302.83%-286.0pp |
| Employer contribution / active EE | $6,237 | $4,175+49.4% | $3,660+70.4% | $4,761+31.0% |
| Participant deferral / active EE | $4,113 | $4,957-17.0% | $4,370-5.9% | $5,982-31.2% |
| Admin fee / account holder | $2,701 | $7,245-62.7% | $5,945-54.6% | $11,246-76.0% |