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 | $43,935 | $115,770-62.1% | $101,248-56.6% | $158,922-72.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.28% | 56.14%-37.9pp | 46.47%-28.2pp | 302.83%-284.5pp |
| Employer contribution / active EE | $3,910 | $4,175-6.3% | $3,660+6.8% | $4,761-17.9% |
| Participant deferral / active EE | $4,123 | $4,957-16.8% | $4,370-5.7% | $5,982-31.1% |
| Admin fee / account holder | $31,374 | $7,245+333.0% | $5,945+427.7% | $11,246+179.0% |