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 | $136,878 | $105,931+29.2% | $81,930+67.1% | $158,922-13.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 7.46% | 38.17%-30.7pp | 29.49%-22.0pp | 302.83%-295.4pp |
| Employer contribution / active EE | $1,683 | $7,800-78.4% | $4,310-61.0% | $4,761-64.7% |
| Participant deferral / active EE | $3,452 | $13,003-73.5% | $7,107-51.4% | $5,982-42.3% |
| Admin fee / account holder | $3,259 | $8,489-61.6% | $5,158-36.8% | $11,246-71.0% |