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 | $110,857 | $115,770-4.2% | $101,248+9.5% | $158,922-30.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.84% | 56.14%-43.3pp | 46.47%-33.6pp | 302.83%-290.0pp |
| Employer contribution / active EE | $3,784 | $4,175-9.3% | $3,660+3.4% | $4,761-20.5% |
| Participant deferral / active EE | $18,926 | $4,957+281.8% | $4,370+333.1% | $5,982+216.4% |
| Admin fee / account holder | $28,069 | $7,245+287.4% | $5,945+372.1% | $11,246+149.6% |