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 | $83,359 | $175,202-52.4% | $149,673-44.3% | $139,434-40.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.43% | 166.71%-154.3pp | 134.42%-122.0pp | 372.94%-360.5pp |
| Employer contribution / active EE | $4,070 | $5,474-25.6% | $4,818-15.5% | $4,751-14.3% |
| Participant deferral / active EE | $3,024 | $6,519-53.6% | $5,680-46.8% | $6,710-54.9% |
| Admin fee / account holder | $2,452 | $16,150-84.8% | $13,210-81.4% | $11,403-78.5% |