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 | $97,005 | $176,377-45.0% | $134,143-27.7% | $158,922-39.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 8.87% | 63.63%-54.8pp | 36.33%-27.5pp | 302.83%-294.0pp |
| Employer contribution / active EE | $2,348 | $5,040-53.4% | $3,704-36.6% | $4,761-50.7% |
| Participant deferral / active EE | $1,185 | $4,091-71.0% | $3,499-66.1% | $5,982-80.2% |
| Admin fee / account holder | $14,353 | $8,718+64.6% | $6,684+114.7% | $11,246+27.6% |