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 | $109,461 | $102,966+6.3% | $90,281+21.2% | $152,861-28.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 16.78% | 95.16%-78.4pp | 78.10%-61.3pp | 345.32%-328.5pp |
| Employer contribution / active EE | $2,294 | $3,139-26.9% | $2,854-19.6% | $4,762-51.8% |
| Participant deferral / active EE | $4,877 | $4,281+13.9% | $3,885+25.5% | $5,850-16.6% |
| Admin fee / account holder | $1,223 | $6,171-80.2% | $5,351-77.1% | $11,596-89.5% |