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 | $62,981 | $102,317-38.4% | $146,958-57.1% | $80,856-22.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.60% | 134.76%-120.2pp | 418.34%-403.7pp | 35.59%-21.0pp |
| Employer contribution / active EE | $3,424 | $3,713-7.8% | $4,933-30.6% | $2,755+24.3% |
| Participant deferral / active EE | $5,059 | $6,644-23.9% | $8,070-37.3% | $4,296+17.8% |
| Admin fee / account holder | $11,002 | $7,941+38.5% | $12,998-15.4% | $6,918+59.0% |