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 | $203,964 | $94,752+115.3% | $112,887+80.7% | $139,434+46.3% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 16.09% | 40.88%-24.8pp | 34.10%-18.0pp | 372.94%-356.9pp |
| Employer contribution / active EE | $4,095 | $4,625-11.5% | $4,563-10.3% | $4,751-13.8% |
| Participant deferral / active EE | $4,680 | $6,512-28.1% | $6,513-28.1% | $6,710-30.3% |
| Admin fee / account holder | $1,830 | $8,527-78.5% | $7,047-74.0% | $11,403-84.0% |