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 | $116,701 | $197,591-40.9% | $177,821-34.4% | $158,922-26.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.84% | 58.76%-49.9pp | 48.32%-39.5pp | 302.83%-294.0pp |
| Employer contribution / active EE | $2,297 | $6,697-65.7% | $5,918-61.2% | $4,761-51.8% |
| Participant deferral / active EE | $4,353 | $8,405-48.2% | $7,714-43.6% | $5,982-27.2% |
| Admin fee / account holder | $30,218 | $15,399+96.2% | $12,427+143.2% | $11,246+168.7% |