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 | $105,717 | $154,117-31.4% | $129,995-18.7% | $139,434-24.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.78% | 32.48%-12.7pp | -137.18%+157.0pp | 372.94%-353.2pp |
| Employer contribution / active EE | $10,061 | $5,289+90.2% | $4,320+132.9% | $4,751+111.8% |
| Participant deferral / active EE | $9,619 | $6,710+43.4% | $5,820+65.3% | $6,710+43.4% |
| Admin fee / account holder | $1,119 | $14,007-92.0% | $10,614-89.5% | $11,403-90.2% |