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 | $141,628 | $118,849+19.2% | $96,562+46.7% | $167,490-15.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 18.50% | 50.49%-32.0pp | 37.78%-19.3pp | 478.56%-460.1pp |
| Employer contribution / active EE | $3,486 | $3,120+11.7% | $2,356+47.9% | $4,837-27.9% |
| Participant deferral / active EE | $7,216 | $4,616+56.3% | $3,849+87.5% | $6,341+13.8% |
| Admin fee / account holder | $1,874 | $8,065-76.8% | $6,181-69.7% | $12,309-84.8% |