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 | $80,885 | $115,770-30.1% | $101,248-20.1% | $158,922-49.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.16% | 56.14%-41.0pp | 46.47%-31.3pp | 302.83%-287.7pp |
| Employer contribution / active EE | $1,968 | $4,175-52.9% | $3,660-46.2% | $4,761-58.7% |
| Participant deferral / active EE | $3,631 | $4,957-26.7% | $4,370-16.9% | $5,982-39.3% |
| Admin fee / account holder | $8,280 | $7,245+14.3% | $5,945+39.3% | $11,246-26.4% |