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 | $105,490 | $165,984-36.4% | $164,813-36.0% | $145,922-27.7% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 14.34% | 100.03%-85.7pp | 69.93%-55.6pp | 561.29%-546.9pp |
| Employer contribution / active EE | $2,790 | $5,273-47.1% | $4,341-35.7% | $4,660-40.1% |
| Participant deferral / active EE | $9,481 | $6,959+36.2% | $6,031+57.2% | $6,688+41.8% |
| Admin fee / account holder | $67,569 | $16,648+305.9% | $12,690+432.5% | $13,397+404.4% |