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 | $73,907 | $162,781-54.6% | $133,956-44.8% | $158,922-53.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 8.97% | 41.94%-33.0pp | 45.09%-36.1pp | 302.83%-293.9pp |
| Employer contribution / active EE | $3,537 | $4,975-28.9% | $3,919-9.7% | $4,761-25.7% |
| Participant deferral / active EE | $8,909 | $5,911+50.7% | $5,048+76.5% | $5,982+48.9% |
| Admin fee / account holder | $5,390 | $11,736-54.1% | $8,927-39.6% | $11,246-52.1% |