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 | $120,671 | $96,484+25.1% | $75,886+59.0% | $152,861-21.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 16.17% | 33.98%-17.8pp | 30.76%-14.6pp | 345.32%-329.1pp |
| Employer contribution / active EE | $2,254 | $3,309-31.9% | $2,500-9.8% | $4,762-52.7% |
| Participant deferral / active EE | $9,203 | $4,553+102.1% | $3,603+155.4% | $5,850+57.3% |
| Admin fee / account holder | $3,822 | $8,078-52.7% | $5,418-29.5% | $11,596-67.0% |