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 | $180,072 | $124,319+44.8% | $111,297+61.8% | $167,490+7.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 9.85% | 37.44%-27.6pp | 54.65%-44.8pp | 478.56%-468.7pp |
| Employer contribution / active EE | $2,588 | $3,435-24.7% | $2,731-5.2% | $4,837-46.5% |
| Participant deferral / active EE | $6,334 | $5,180+22.3% | $4,487+41.1% | $6,341-0.1% |
| Admin fee / account holder | $735 | $10,618-93.1% | $7,964-90.8% | $12,309-94.0% |