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 | $99,440 | $115,770-14.1% | $101,248-1.8% | $158,922-37.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.30% | 56.14%-45.8pp | 46.47%-36.2pp | 302.83%-292.5pp |
| Employer contribution / active EE | $801 | $4,175-80.8% | $3,660-78.1% | $4,761-83.2% |
| Participant deferral / active EE | $2,575 | $4,957-48.1% | $4,370-41.1% | $5,982-57.0% |
| Admin fee / account holder | $2,587 | $7,245-64.3% | $5,945-56.5% | $11,246-77.0% |