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 | $101,956 | $115,770-11.9% | $101,248+0.7% | $158,922-35.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 23.14% | 56.14%-33.0pp | 46.47%-23.3pp | 302.83%-279.7pp |
| Employer contribution / active EE | $799 | $4,175-80.9% | $3,660-78.2% | $4,761-83.2% |
| Participant deferral / active EE | $3,375 | $4,957-31.9% | $4,370-22.8% | $5,982-43.6% |
| Admin fee / account holder | $579 | $7,245-92.0% | $5,945-90.3% | $11,246-94.9% |