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 | $79,673 | $149,734-46.8% | $118,925-33.0% | $158,922-49.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 14.52% | 19.95%-5.4pp | 35.88%-21.4pp | 302.83%-288.3pp |
| Employer contribution / active EE | $7,918 | $4,115+92.4% | $3,263+142.7% | $4,761+66.3% |
| Participant deferral / active EE | $3,379 | $5,223-35.3% | $4,265-20.8% | $5,982-43.5% |
| Admin fee / account holder | $13,568 | $8,603+57.7% | $6,581+106.2% | $11,246+20.6% |