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 5-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 | $137,742 | $127,065+8.4% | $113,168+21.7% | $142,382-3.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.79% | 24.03%-11.2pp | 24.27%-11.5pp | 217.08%-204.3pp |
| Employer contribution / active EE | $2,800 | $3,442-18.7% | $2,975-5.9% | $4,299-34.9% |
| Participant deferral / active EE | $10,800 | $5,716+88.9% | $5,107+111.5% | $6,507+66.0% |
| Admin fee / account holder | $63,536 | $15,736+303.8% | $12,068+426.5% | $12,624+403.3% |