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 | $115,196 | $72,071+59.8% | $68,368+68.5% | $137,256-16.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.79% | 353.14%-338.3pp | 292.57%-277.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,577 | $2,788-43.4% | $2,649-40.5% | $4,156-62.0% |
| Participant deferral / active EE | $4,580 | $4,410+3.8% | $4,123+11.1% | $6,407-28.5% |
| Admin fee / account holder | $23,251 | $5,336+335.8% | $5,150+351.5% | $12,270+89.5% |