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 | $108,340 | $116,175-6.7% | $93,606+15.7% | $152,861-29.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 10.02% | 35.96%-25.9pp | 32.76%-22.7pp | 345.32%-335.3pp |
| Employer contribution / active EE | $1,400 | $3,218-56.5% | $2,718-48.5% | $4,762-70.6% |
| Participant deferral / active EE | $1,864 | $4,603-59.5% | $4,069-54.2% | $5,850-68.1% |
| Admin fee / account holder | $1,625 | $10,748-84.9% | $7,888-79.4% | $11,596-86.0% |