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 | $89,708 | $129,217-30.6% | $93,406-4.0% | $158,922-43.6% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 17.30% | 118.21%-100.9pp | 78.05%-60.7pp | 302.83%-285.5pp |
| Employer contribution / active EE | $4,223 | $2,711+55.8% | $2,075+103.5% | $4,761-11.3% |
| Participant deferral / active EE | $4,017 | $3,909+2.8% | $3,126+28.5% | $5,982-32.8% |
| Admin fee / account holder | $4,747 | $7,383-35.7% | $5,230-9.2% | $11,246-57.8% |