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 | $94,412 | $100,773-6.3% | $88,946+6.1% | $142,382-33.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 10.92% | 70.18%-59.3pp | 57.82%-46.9pp | 217.08%-206.2pp |
| Employer contribution / active EE | $2,274 | $2,918-22.1% | $2,555-11.0% | $4,299-47.1% |
| Participant deferral / active EE | $10,093 | $5,230+93.0% | $4,581+120.3% | $6,507+55.1% |
| Admin fee / account holder | $261,308 | $9,693+2595.8% | $8,261+3063.2% | $12,624+1970.0% |