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 | $132,462 | $121,625+8.9% | $104,607+26.6% | $158,922-16.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 13.22% | 465.26%-452.0pp | 340.46%-327.2pp | 302.83%-289.6pp |
| Employer contribution / active EE | $1,434 | $3,163-54.6% | $2,681-46.5% | $4,761-69.9% |
| Participant deferral / active EE | $7,098 | $4,177+69.9% | $3,740+89.8% | $5,982+18.7% |
| Admin fee / account holder | $21,309 | $7,787+173.7% | $6,473+229.2% | $11,246+89.5% |