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 | $80,284 | $148,534-45.9% | $135,903-40.9% | $139,434-42.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.31% | 79.19%-64.9pp | 68.23%-53.9pp | 372.94%-358.6pp |
| Employer contribution / active EE | $1,342 | $5,243-74.4% | $4,856-72.4% | $4,751-71.8% |
| Participant deferral / active EE | $4,802 | $8,100-40.7% | $7,758-38.1% | $6,710-28.4% |
| Admin fee / account holder | $22,403 | $12,400+80.7% | $10,762+108.2% | $11,403+96.5% |