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 | $143,580 | $117,381+22.3% | $99,443+44.4% | $152,861-6.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 18.72% | 31.87%-13.1pp | 30.72%-12.0pp | 345.32%-326.6pp |
| Employer contribution / active EE | $1,282 | $3,013-57.5% | $2,540-49.5% | $4,762-73.1% |
| Participant deferral / active EE | $5,131 | $4,086+25.6% | $3,619+41.8% | $5,850-12.3% |
| Admin fee / account holder | $24,175 | $7,631+216.8% | $6,250+286.8% | $11,596+108.5% |