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 | $97,179 | $177,572-45.3% | $154,803-37.2% | $142,382-31.7% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 16.84% | 65.07%-48.2pp | 58.88%-42.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $3,498 | $4,810-27.3% | $4,305-18.8% | $4,299-18.6% |
| Participant deferral / active EE | $3,265 | $6,272-47.9% | $5,540-41.1% | $6,507-49.8% |
| Admin fee / account holder | $121,472 | $16,786+623.7% | $14,329+747.7% | $12,624+862.3% |