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 | $99,506 | $162,781-38.9% | $133,956-25.7% | $158,922-37.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 20.02% | 41.94%-21.9pp | 45.09%-25.1pp | 302.83%-282.8pp |
| Employer contribution / active EE | $3,159 | $4,975-36.5% | $3,919-19.4% | $4,761-33.7% |
| Participant deferral / active EE | $7,921 | $5,911+34.0% | $5,048+56.9% | $5,982+32.4% |
| Admin fee / account holder | $2,686 | $11,736-77.1% | $8,927-69.9% | $11,246-76.1% |