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 | $109,798 | $106,890+2.7% | $84,015+30.7% | $152,861-28.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 21.34% | 104.99%-83.7pp | 71.31%-50.0pp | 345.32%-324.0pp |
| Employer contribution / active EE | $926 | $2,734-66.1% | $1,983-53.3% | $4,762-80.6% |
| Participant deferral / active EE | $5,282 | $4,011+31.7% | $3,239+63.1% | $5,850-9.7% |
| Admin fee / account holder | $10,939 | $8,285+32.0% | $6,101+79.3% | $11,596-5.7% |