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 | $126,890 | $101,069+25.5% | $81,478+55.7% | $147,584-14.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 11.01% | 32.40%-21.4pp | 38.78%-27.8pp | 578.55%-567.5pp |
| Employer contribution / active EE | $1,634 | $3,205-49.0% | $2,568-36.3% | $4,876-66.5% |
| Participant deferral / active EE | $4,790 | $4,242+12.9% | $3,537+35.4% | $5,439-11.9% |
| Admin fee / account holder | $1,506 | $5,812-74.1% | $4,561-67.0% | $10,885-86.2% |