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 | $107,908 | $112,881-4.4% | $90,951+18.6% | $158,922-32.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 10.13% | 215.79%-205.7pp | 134.60%-124.5pp | 302.83%-292.7pp |
| Employer contribution / active EE | $2,047 | $2,893-29.2% | $2,122-3.5% | $4,761-57.0% |
| Participant deferral / active EE | $3,756 | $4,128-9.0% | $3,373+11.4% | $5,982-37.2% |
| Admin fee / account holder | $673 | $8,041-91.6% | $5,959-88.7% | $11,246-94.0% |