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 | $139,580 | $127,264+9.7% | $109,895+27.0% | $167,490-16.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 12.06% | 22.97%-10.9pp | 29.45%-17.4pp | 478.56%-466.5pp |
| Employer contribution / active EE | $4,684 | $3,322+41.0% | $2,842+64.8% | $4,837-3.2% |
| Participant deferral / active EE | $14,572 | $4,514+222.8% | $4,048+260.0% | $6,341+129.8% |
| Admin fee / account holder | $30,168 | $7,114+324.0% | $6,066+397.3% | $12,309+145.1% |