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 | $136,908 | $165,984-17.5% | $164,813-16.9% | $145,922-6.2% |
| Participation rate | 90.5% | 82.0%+8.5pp | 78.6%+11.9pp | 80.3%+10.2pp |
| Annual return | 10.57% | 100.03%-89.5pp | 69.93%-59.4pp | 561.29%-550.7pp |
| Employer contribution / active EE | $2,112 | $5,273-59.9% | $4,341-51.3% | $4,660-54.7% |
| Participant deferral / active EE | $4,311 | $6,959-38.1% | $6,031-28.5% | $6,688-35.5% |
| Admin fee / account holder | $30,638 | $16,648+84.0% | $12,690+141.4% | $13,397+128.7% |