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 | $100,645 | $112,096-10.2% | $95,952+4.9% | $158,922-36.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.58% | 171.09%-155.5pp | 91.61%-76.0pp | 302.83%-287.2pp |
| Employer contribution / active EE | $1,242 | $3,198-61.2% | $2,541-51.1% | $4,761-73.9% |
| Participant deferral / active EE | $4,274 | $4,784-10.7% | $4,167+2.6% | $5,982-28.5% |
| Admin fee / account holder | $1,476 | $10,130-85.4% | $6,795-78.3% | $11,246-86.9% |