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 | $138,420 | $104,664+32.3% | $85,682+61.6% | $167,490-17.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 13.32% | 21.45%-8.1pp | 21.49%-8.2pp | 478.56%-465.2pp |
| Employer contribution / active EE | $2,492 | $3,337-25.3% | $2,618-4.8% | $4,837-48.5% |
| Participant deferral / active EE | $6,009 | $4,824+24.6% | $3,923+53.2% | $6,341-5.2% |
| Admin fee / account holder | $8,622 | $10,032-14.1% | $6,873+25.4% | $12,309-30.0% |