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 | $101,746 | $101,7240% | $164,813-38.3% | $80,856+25.8% |
| Participation rate | 79.5% | 71.8%+7.7pp | 78.6%+0.9pp | 67.6%+11.9pp |
| Annual return | 11.61% | 16.72%-5.1pp | 69.93%-58.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,000 | $2,953-66.1% | $4,341-77.0% | $2,755-63.7% |
| Participant deferral / active EE | $4,148 | $4,477-7.4% | $6,031-31.2% | $4,296-3.4% |
| Admin fee / account holder | $38,326 | $8,227+365.8% | $12,690+202.0% | $6,918+454.0% |