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 | $136,381 | $106,515+28.0% | $96,683+41.1% | $139,434-2.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.07% | 38.43%-24.4pp | 35.69%-21.6pp | 372.94%-358.9pp |
| Employer contribution / active EE | $809 | $4,103-80.3% | $3,737-78.4% | $4,751-83.0% |
| Participant deferral / active EE | $4,042 | $5,454-25.9% | $4,878-17.2% | $6,710-39.8% |
| Admin fee / account holder | $6,501 | $7,877-17.5% | $6,730-3.4% | $11,403-43.0% |