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 | $122,276 | $107,934+13.3% | $91,989+32.9% | $152,861-20.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 19.35% | 89.24%-69.9pp | 69.02%-49.7pp | 345.32%-326.0pp |
| Employer contribution / active EE | $3,126 | $4,210-25.7% | $3,452-9.4% | $4,762-34.4% |
| Participant deferral / active EE | $6,862 | $6,364+7.8% | $5,923+15.9% | $5,850+17.3% |
| Admin fee / account holder | $20,681 | $10,520+96.6% | $7,743+167.1% | $11,596+78.3% |