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 | $121,521 | $101,069+20.2% | $81,478+49.1% | $147,584-17.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 14.51% | 32.40%-17.9pp | 38.78%-24.3pp | 578.55%-564.0pp |
| Employer contribution / active EE | $3,567 | $3,205+11.3% | $2,568+38.9% | $4,876-26.8% |
| Participant deferral / active EE | $8,351 | $4,242+96.9% | $3,537+136.1% | $5,439+53.5% |
| Admin fee / account holder | $609 | $5,812-89.5% | $4,561-86.6% | $10,885-94.4% |