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 | $88,235 | $99,918-11.7% | $81,382+8.4% | $145,922-39.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 9.80% | 34.32%-24.5pp | 24.73%-14.9pp | 561.29%-551.5pp |
| Employer contribution / active EE | $962 | $2,978-67.7% | $2,463-60.9% | $4,660-79.3% |
| Participant deferral / active EE | $9,785 | $4,605+112.5% | $3,883+152.0% | $6,688+46.3% |
| Admin fee / account holder | $21,859 | $8,212+166.2% | $5,768+278.9% | $13,397+63.2% |