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 | $128,364 | $106,749+20.2% | $145,433-11.7% | $82,448+55.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.82% | 27.59%-7.8pp | 66.58%-46.8pp | 41.64%-21.8pp |
| Employer contribution / active EE | $12,944 | $3,444+275.8% | $4,554+184.2% | $2,551+407.4% |
| Participant deferral / active EE | $18,431 | $6,519+182.7% | $7,897+133.4% | $4,139+345.3% |
| Admin fee / account holder | $6,098 | $8,390-27.3% | $13,129-53.6% | $7,234-15.7% |