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 | $91,868 | $162,781-43.6% | $133,956-31.4% | $158,922-42.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.20% | 41.94%-26.7pp | 45.09%-29.9pp | 302.83%-287.6pp |
| Employer contribution / active EE | $2,902 | $4,975-41.7% | $3,919-26.0% | $4,761-39.1% |
| Participant deferral / active EE | $5,823 | $5,911-1.5% | $5,048+15.4% | $5,982-2.7% |
| Admin fee / account holder | $31,859 | $11,736+171.5% | $8,927+256.9% | $11,246+183.3% |