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 | $129,979 | $165,984-21.7% | $164,813-21.1% | $145,922-10.9% |
| Participation rate | 90.5% | 82.0%+8.5pp | 78.6%+11.9pp | 80.3%+10.2pp |
| Annual return | 10.43% | 100.03%-89.6pp | 69.93%-59.5pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,147 | $5,273-78.2% | $4,341-73.6% | $4,660-75.4% |
| Participant deferral / active EE | $5,547 | $6,959-20.3% | $6,031-8.0% | $6,688-17.1% |
| Admin fee / account holder | $36,217 | $16,648+117.5% | $12,690+185.4% | $13,397+170.3% |