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 | $103,554 | $157,256-34.1% | $141,162-26.6% | $152,861-32.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.72% | 64.32%-45.6pp | 71.39%-52.7pp | 345.32%-326.6pp |
| Employer contribution / active EE | $2,789 | $5,261-47.0% | $4,735-41.1% | $4,762-41.4% |
| Participant deferral / active EE | $11,290 | $7,109+58.8% | $6,709+68.3% | $5,850+93.0% |
| Admin fee / account holder | $25,228 | $12,120+108.2% | $10,261+145.9% | $11,596+117.5% |