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 | $103,703 | $172,111-39.7% | $150,298-31.0% | $137,256-24.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.47% | 69.37%-56.9pp | 62.79%-50.3pp | 220.34%-207.9pp |
| Employer contribution / active EE | $3,477 | $4,636-25.0% | $4,154-16.3% | $4,156-16.3% |
| Participant deferral / active EE | $13,894 | $6,166+125.3% | $5,453+154.8% | $6,407+116.9% |
| Admin fee / account holder | $13,294 | $16,471-19.3% | $14,116-5.8% | $12,270+8.3% |