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 | $131,004 | $109,327+19.8% | $89,391+46.6% | $158,922-17.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 15.61% | 345.68%-330.1pp | 245.62%-230.0pp | 302.83%-287.2pp |
| Employer contribution / active EE | $1,582 | $3,170-50.1% | $2,586-38.8% | $4,761-66.8% |
| Participant deferral / active EE | $3,298 | $4,598-28.3% | $3,890-15.2% | $5,982-44.9% |
| Admin fee / account holder | $1,749 | $6,153-71.6% | $4,881-64.2% | $11,246-84.4% |