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 | $96,851 | $101,069-4.2% | $81,478+18.9% | $147,584-34.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 18.38% | 32.40%-14.0pp | 38.78%-20.4pp | 578.55%-560.2pp |
| Employer contribution / active EE | $2,383 | $3,205-25.6% | $2,568-7.2% | $4,876-51.1% |
| Participant deferral / active EE | $8,865 | $4,242+109.0% | $3,537+150.7% | $5,439+63.0% |
| Admin fee / account holder | $1,019 | $5,812-82.5% | $4,561-77.7% | $10,885-90.6% |