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 | $114,416 | $157,256-27.2% | $141,162-18.9% | $152,861-25.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.63% | 64.32%-44.7pp | 71.39%-51.8pp | 345.32%-325.7pp |
| Employer contribution / active EE | $4,729 | $5,261-10.1% | $4,735-0.1% | $4,762-0.7% |
| Participant deferral / active EE | $5,472 | $7,109-23.0% | $6,709-18.4% | $5,850-6.5% |
| Admin fee / account holder | $24,188 | $12,120+99.6% | $10,261+135.7% | $11,596+108.6% |