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 | $86,918 | $179,726-51.6% | $156,263-44.4% | $142,382-39.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.96% | 77.86%-63.9pp | 59.47%-45.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,544 | $5,069-49.8% | $4,333-41.3% | $4,299-40.8% |
| Participant deferral / active EE | $4,442 | $6,956-36.1% | $6,158-27.9% | $6,507-31.7% |
| Admin fee / account holder | $45,277 | $17,272+162.1% | $14,255+217.6% | $12,624+258.7% |