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 | $127,563 | $114,381+11.5% | $107,525+18.6% | $142,382-10.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.02% | 242.71%-229.7pp | 181.32%-168.3pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,686 | $4,015-58.0% | $3,754-55.1% | $4,299-60.8% |
| Participant deferral / active EE | $5,182 | $5,564-6.9% | $5,116+1.3% | $6,507-20.4% |
| Admin fee / account holder | $25,857 | $9,860+162.2% | $8,919+189.9% | $12,624+104.8% |