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 | $102,267 | $102,966-0.7% | $90,281+13.3% | $152,861-33.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 22.23% | 95.16%-72.9pp | 78.10%-55.9pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,123 | $3,139-64.2% | $2,854-60.6% | $4,762-76.4% |
| Participant deferral / active EE | $1,872 | $4,281-56.3% | $3,885-51.8% | $5,850-68.0% |
| Admin fee / account holder | $3,170 | $6,171-48.6% | $5,351-40.8% | $11,596-72.7% |