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 | $149,486 | $112,881+32.4% | $90,951+64.4% | $158,922-5.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 7.09% | 215.79%-208.7pp | 134.60%-127.5pp | 302.83%-295.7pp |
| Employer contribution / active EE | $885 | $2,893-69.4% | $2,122-58.3% | $4,761-81.4% |
| Participant deferral / active EE | $10,062 | $4,128+143.8% | $3,373+198.3% | $5,982+68.2% |
| Admin fee / account holder | $41,139 | $8,041+411.6% | $5,959+590.4% | $11,246+265.8% |