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 | $124,014 | $86,929+42.7% | $102,423+21.1% | $80,856+53.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 19.23% | 18.88%+0.3pp | 29.32%-10.1pp | 35.59%-16.4pp |
| Employer contribution / active EE | $1,010 | $2,369-57.4% | $3,023-66.6% | $2,755-63.4% |
| Participant deferral / active EE | $2,658 | $4,118-35.5% | $5,053-47.4% | $4,296-38.1% |
| Admin fee / account holder | $22,112 | $8,049+174.7% | $9,451+134.0% | $6,918+219.6% |