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 | $63,678 | $157,256-59.5% | $141,162-54.9% | $152,861-58.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.86% | 64.32%-49.5pp | 71.39%-56.5pp | 345.32%-330.5pp |
| Employer contribution / active EE | $1,207 | $5,261-77.1% | $4,735-74.5% | $4,762-74.6% |
| Participant deferral / active EE | $2,575 | $7,109-63.8% | $6,709-61.6% | $5,850-56.0% |
| Admin fee / account holder | $31,171 | $12,120+157.2% | $10,261+203.8% | $11,596+168.8% |