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 | $109,127 | $85,022+28.4% | $70,515+54.8% | $139,434-21.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 13.27% | 30.38%-17.1pp | 32.77%-19.5pp | 372.94%-359.7pp |
| Employer contribution / active EE | $3,263 | $3,909-16.5% | $2,973+9.7% | $4,751-31.3% |
| Participant deferral / active EE | $6,827 | $5,890+15.9% | $4,567+49.5% | $6,710+1.7% |
| Admin fee / account holder | $19,308 | $8,906+116.8% | $6,412+201.1% | $11,403+69.3% |