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 | $89,104 | $154,117-42.2% | $129,995-31.5% | $139,434-36.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.24% | 32.48%-13.2pp | -137.18%+156.4pp | 372.94%-353.7pp |
| Employer contribution / active EE | $2,925 | $5,289-44.7% | $4,320-32.3% | $4,751-38.4% |
| Participant deferral / active EE | $10,677 | $6,710+59.1% | $5,820+83.4% | $6,710+59.1% |
| Admin fee / account holder | $23,042 | $14,007+64.5% | $10,614+117.1% | $11,403+102.1% |