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 | $113,532 | $197,591-42.5% | $177,821-36.2% | $158,922-28.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.52% | 58.76%-50.2pp | 48.32%-39.8pp | 302.83%-294.3pp |
| Employer contribution / active EE | $1,621 | $6,697-75.8% | $5,918-72.6% | $4,761-66.0% |
| Participant deferral / active EE | $3,090 | $8,405-63.2% | $7,714-59.9% | $5,982-48.3% |
| Admin fee / account holder | $18,757 | $15,399+21.8% | $12,427+50.9% | $11,246+66.8% |