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 | $89,856 | $97,757-8.1% | $83,848+7.2% | $135,375-33.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 8.36% | 1287.37%-1279.0pp | 850.88%-842.5pp | 519.73%-511.4pp |
| Employer contribution / active EE | $1,988 | $4,222-52.9% | $3,631-45.3% | $4,779-58.4% |
| Participant deferral / active EE | $3,074 | $4,682-34.4% | $4,082-24.7% | $5,609-45.2% |
| Admin fee / account holder | $2,711 | $6,674-59.4% | $5,478-50.5% | $10,827-75.0% |