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 | $108,558 | $112,096-3.2% | $95,952+13.1% | $158,922-31.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 10.67% | 171.09%-160.4pp | 91.61%-80.9pp | 302.83%-292.2pp |
| Employer contribution / active EE | $2,279 | $3,198-28.7% | $2,541-10.3% | $4,761-52.1% |
| Participant deferral / active EE | $4,433 | $4,784-7.3% | $4,167+6.4% | $5,982-25.9% |
| Admin fee / account holder | $13,455 | $10,130+32.8% | $6,795+98.0% | $11,246+19.6% |