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 | $107,048 | $98,750+8.4% | $149,696-28.5% | $79,858+34.0% |
| Participation rate | 70.0% | 75.8%-5.8pp | 82.5%-12.5pp | 69.6%+0.4pp |
| Annual return | 16.66% | 27.43%-10.8pp | 276.60%-259.9pp | 31.71%-15.1pp |
| Employer contribution / active EE | $8,464 | $3,216+163.1% | $4,644+82.2% | $2,471+242.6% |
| Participant deferral / active EE | $5,386 | $5,680-5.2% | $6,842-21.3% | $3,740+44.0% |
| Admin fee / account holder | $1,168 | $6,053-80.7% | $9,309-87.5% | $5,306-78.0% |