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 | $90,986 | $107,334-15.2% | $92,893-2.1% | $152,861-40.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.67% | 145.58%-125.9pp | 109.41%-89.7pp | 345.32%-325.6pp |
| Employer contribution / active EE | $1,867 | $4,221-55.8% | $3,653-48.9% | $4,762-60.8% |
| Participant deferral / active EE | $8,184 | $4,845+68.9% | $4,236+93.2% | $5,850+39.9% |
| Admin fee / account holder | $31,706 | $7,079+347.9% | $5,794+447.2% | $11,596+173.4% |