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 | $128,987 | $89,753+43.7% | $107,525+20.0% | $84,808+52.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 14.43% | 29.48%-15.0pp | 181.32%-166.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,517 | $3,113-19.1% | $3,754-32.9% | $2,631-4.3% |
| Participant deferral / active EE | $8,116 | $4,056+100.1% | $5,116+58.7% | $4,212+92.7% |
| Admin fee / account holder | $12,389 | $7,222+71.5% | $8,919+38.9% | $7,344+68.7% |