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 | $135,841 | $115,770+17.3% | $101,248+34.2% | $158,922-14.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.31% | 56.14%-36.8pp | 46.47%-27.2pp | 302.83%-283.5pp |
| Employer contribution / active EE | $2,622 | $4,175-37.2% | $3,660-28.4% | $4,761-44.9% |
| Participant deferral / active EE | $4,160 | $4,957-16.1% | $4,370-4.8% | $5,982-30.5% |
| Admin fee / account holder | $15,239 | $7,245+110.3% | $5,945+156.3% | $11,246+35.5% |