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 | $86,730 | $112,096-22.6% | $95,952-9.6% | $158,922-45.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 8.50% | 171.09%-162.6pp | 91.61%-83.1pp | 302.83%-294.3pp |
| Employer contribution / active EE | $932 | $3,198-70.8% | $2,541-63.3% | $4,761-80.4% |
| Participant deferral / active EE | $2,060 | $4,784-56.9% | $4,167-50.6% | $5,982-65.6% |
| Admin fee / account holder | $9,296 | $10,130-8.2% | $6,795+36.8% | $11,246-17.3% |