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 | $100,176 | $107,334-6.7% | $92,893+7.8% | $152,861-34.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 15.03% | 145.58%-130.5pp | 109.41%-94.4pp | 345.32%-330.3pp |
| Employer contribution / active EE | $1,324 | $4,221-68.6% | $3,653-63.8% | $4,762-72.2% |
| Participant deferral / active EE | $3,914 | $4,845-19.2% | $4,236-7.6% | $5,850-33.1% |
| Admin fee / account holder | $27,280 | $7,079+285.3% | $5,794+370.8% | $11,596+135.2% |