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 | $54,359 | $157,256-65.4% | $141,162-61.5% | $152,861-64.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.11% | 64.32%-48.2pp | 71.39%-55.3pp | 345.32%-329.2pp |
| Employer contribution / active EE | $2,134 | $5,261-59.4% | $4,735-54.9% | $4,762-55.2% |
| Participant deferral / active EE | $4,578 | $7,109-35.6% | $6,709-31.8% | $5,850-21.7% |
| Admin fee / account holder | $6,926 | $12,120-42.9% | $10,261-32.5% | $11,596-40.3% |