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 | $138,050 | $107,334+28.6% | $92,893+48.6% | $152,861-9.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.09% | 145.58%-126.5pp | 109.41%-90.3pp | 345.32%-326.2pp |
| Employer contribution / active EE | $1,917 | $4,221-54.6% | $3,653-47.5% | $4,762-59.7% |
| Participant deferral / active EE | $8,331 | $4,845+72.0% | $4,236+96.7% | $5,850+42.4% |
| Admin fee / account holder | $1,962 | $7,079-72.3% | $5,794-66.1% | $11,596-83.1% |