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 | $75,252 | $133,922-43.8% | $116,228-35.3% | $142,382-47.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 11.62% | 147.76%-136.1pp | 90.06%-78.4pp | 217.08%-205.5pp |
| Employer contribution / active EE | $2,190 | $3,446-36.4% | $2,994-26.9% | $4,299-49.1% |
| Participant deferral / active EE | $3,736 | $5,672-34.1% | $4,953-24.6% | $6,507-42.6% |
| Admin fee / account holder | $29,506 | $14,945+97.4% | $11,989+146.1% | $12,624+133.7% |