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 | $93,360 | $115,770-19.4% | $101,248-7.8% | $158,922-41.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.07% | 56.14%-45.1pp | 46.47%-35.4pp | 302.83%-291.8pp |
| Employer contribution / active EE | $2,053 | $4,175-50.8% | $3,660-43.9% | $4,761-56.9% |
| Participant deferral / active EE | $3,553 | $4,957-28.3% | $4,370-18.7% | $5,982-40.6% |
| Admin fee / account holder | $3,635 | $7,245-49.8% | $5,945-38.9% | $11,246-67.7% |