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 | $100,861 | $152,587-33.9% | $125,175-19.4% | $152,861-34.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.54% | 54.84%-41.3pp | 43.79%-30.3pp | 345.32%-331.8pp |
| Employer contribution / active EE | $2,233 | $4,946-54.8% | $3,865-42.2% | $4,762-53.1% |
| Participant deferral / active EE | $5,412 | $5,868-7.8% | $4,937+9.6% | $5,850-7.5% |
| Admin fee / account holder | $30,873 | $13,434+129.8% | $9,702+218.2% | $11,596+166.2% |