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 | $106,233 | $176,377-39.8% | $134,143-20.8% | $158,922-33.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 17.99% | 63.63%-45.6pp | 36.33%-18.3pp | 302.83%-284.8pp |
| Employer contribution / active EE | $2,231 | $5,040-55.7% | $3,704-39.8% | $4,761-53.2% |
| Participant deferral / active EE | $5,602 | $4,091+36.9% | $3,499+60.1% | $5,982-6.4% |
| Admin fee / account holder | $429 | $8,718-95.1% | $6,684-93.6% | $11,246-96.2% |