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 | $102,270 | $201,272-49.2% | $184,203-44.5% | $145,922-29.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.08% | 29.00%-16.9pp | 28.81%-16.7pp | 561.29%-549.2pp |
| Employer contribution / active EE | $5,903 | $7,022-15.9% | $6,427-8.2% | $4,660+26.7% |
| Participant deferral / active EE | $10,198 | $9,806+4.0% | $9,131+11.7% | $6,688+52.5% |
| Admin fee / account holder | $1,105 | $16,364-93.3% | $13,901-92.1% | $13,397-91.8% |