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 | $97,405 | $197,591-50.7% | $177,821-45.2% | $158,922-38.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.81% | 58.76%-44.9pp | 48.32%-34.5pp | 302.83%-289.0pp |
| Employer contribution / active EE | $1,823 | $6,697-72.8% | $5,918-69.2% | $4,761-61.7% |
| Participant deferral / active EE | $6,356 | $8,405-24.4% | $7,714-17.6% | $5,982+6.3% |
| Admin fee / account holder | $6,785 | $15,399-55.9% | $12,427-45.4% | $11,246-39.7% |