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 | $117,701 | $97,757+20.4% | $83,848+40.4% | $135,375-13.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 0.09% | 1287.37%-1287.3pp | 850.88%-850.8pp | 519.73%-519.6pp |
| Employer contribution / active EE | $2,518 | $4,222-40.3% | $3,631-30.6% | $4,779-47.3% |
| Participant deferral / active EE | $2,810 | $4,682-40.0% | $4,082-31.2% | $5,609-49.9% |
| Admin fee / account holder | $3,158 | $6,674-52.7% | $5,478-42.4% | $10,827-70.8% |