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 | $134,275 | $111,814+20.1% | $103,374+29.9% | $145,959-8.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.60% | 24.77%-13.2pp | 24.89%-13.3pp | 561.95%-550.4pp |
| Employer contribution / active EE | $5,657 | $4,214+34.3% | $3,869+46.2% | $4,661+21.4% |
| Participant deferral / active EE | $15,540 | $5,618+176.6% | $5,058+207.3% | $6,689+132.3% |
| Admin fee / account holder | $30,737 | $9,754+215.1% | $8,394+266.2% | $13,398+129.4% |