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 | $88,172 | $172,111-48.8% | $150,298-41.3% | $137,256-35.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.22% | 69.37%-54.2pp | 62.79%-47.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $4,959 | $4,636+7.0% | $4,154+19.4% | $4,156+19.3% |
| Participant deferral / active EE | $8,047 | $6,166+30.5% | $5,453+47.6% | $6,407+25.6% |
| Admin fee / account holder | $116,394 | $16,471+606.7% | $14,116+724.6% | $12,270+848.6% |