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 | $90,292 | $124,319-27.4% | $111,297-18.9% | $167,490-46.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 34.11% | 37.44%-3.3pp | 54.65%-20.5pp | 478.56%-444.4pp |
| Employer contribution / active EE | $2,834 | $3,435-17.5% | $2,731+3.8% | $4,837-41.4% |
| Participant deferral / active EE | $6,392 | $5,180+23.4% | $4,487+42.5% | $6,341+0.8% |
| Admin fee / account holder | $2,851 | $10,618-73.1% | $7,964-64.2% | $12,309-76.8% |