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 | $80,936 | $65,041+24.4% | $90,951-11.0% | $79,858+1.3% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 10.53% | 30.45%-19.9pp | 134.60%-124.1pp | 31.71%-21.2pp |
| Employer contribution / active EE | $1,744 | $1,247+39.8% | $2,122-17.8% | $2,471-29.4% |
| Participant deferral / active EE | $1,944 | $2,512-22.6% | $3,373-42.4% | $3,740-48.0% |
| Admin fee / account holder | $12,841 | $4,536+183.1% | $5,959+115.5% | $5,306+142.0% |