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 | $120,073 | $183,519-34.6% | $155,509-22.8% | $145,922-17.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.17% | 61.17%-51.0pp | 64.67%-54.5pp | 561.29%-551.1pp |
| Employer contribution / active EE | $2,183 | $5,313-58.9% | $4,672-53.3% | $4,660-53.2% |
| Participant deferral / active EE | $9,271 | $6,462+43.5% | $5,626+64.8% | $6,688+38.6% |
| Admin fee / account holder | $1,694 | $19,313-91.2% | $15,912-89.4% | $13,397-87.4% |