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 | $107,647 | $81,632+31.9% | $70,449+52.8% | $158,922-32.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 10.58% | 208.40%-197.8pp | 109.03%-98.5pp | 302.83%-292.2pp |
| Employer contribution / active EE | $1,657 | $3,217-48.5% | $2,737-39.5% | $4,761-65.2% |
| Participant deferral / active EE | $1,657 | $4,554-63.6% | $3,709-55.3% | $5,982-72.3% |
| Admin fee / account holder | $460 | $6,193-92.6% | $3,845-88.0% | $11,246-95.9% |