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 | $102,290 | $112,881-9.4% | $90,951+12.5% | $158,922-35.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 9.49% | 215.79%-206.3pp | 134.60%-125.1pp | 302.83%-293.3pp |
| Employer contribution / active EE | $444 | $2,893-84.6% | $2,122-79.1% | $4,761-90.7% |
| Participant deferral / active EE | $1,314 | $4,128-68.2% | $3,373-61.1% | $5,982-78.0% |
| Admin fee / account holder | $10,110 | $8,041+25.7% | $5,959+69.7% | $11,246-10.1% |