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 | $101,335 | $209,411-51.6% | $178,490-43.2% | $158,922-36.2% |
| Participation rate | 93.8% | 86.3%+7.4pp | 81.9%+11.8pp | 82.0%+11.8pp |
| Annual return | 13.79% | 188.75%-175.0pp | 151.07%-137.3pp | 302.83%-289.0pp |
| Employer contribution / active EE | $2,152 | $5,706-62.3% | $5,011-57.0% | $4,761-54.8% |
| Participant deferral / active EE | $3,709 | $5,954-37.7% | $5,202-28.7% | $5,982-38.0% |
| Admin fee / account holder | $13,796 | $17,074-19.2% | $13,984-1.3% | $11,246+22.7% |