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 | $117,447 | $112,729+4.2% | $98,716+19.0% | $137,256-14.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 10.62% | 38.48%-27.9pp | 31.81%-21.2pp | 220.34%-209.7pp |
| Employer contribution / active EE | $1,777 | $2,725-34.8% | $2,279-22.0% | $4,156-57.2% |
| Participant deferral / active EE | $7,478 | $4,640+61.1% | $4,048+84.7% | $6,407+16.7% |
| Admin fee / account holder | $70,485 | $10,129+595.9% | $8,703+709.9% | $12,270+474.4% |