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 | $79,906 | $176,377-54.7% | $134,143-40.4% | $158,922-49.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 14.15% | 63.63%-49.5pp | 36.33%-22.2pp | 302.83%-288.7pp |
| Employer contribution / active EE | $2,336 | $5,040-53.7% | $3,704-36.9% | $4,761-50.9% |
| Participant deferral / active EE | $7,308 | $4,091+78.6% | $3,499+108.9% | $5,982+22.2% |
| Admin fee / account holder | $555 | $8,718-93.6% | $6,684-91.7% | $11,246-95.1% |