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 | $91,891 | $125,758-26.9% | $169,993-45.9% | $75,163+22.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 15.46% | 27.20%-11.7pp | 53.37%-37.9pp | 160.62%-145.2pp |
| Employer contribution / active EE | $2,528 | $4,615-45.2% | $6,785-62.7% | $2,670-5.3% |
| Participant deferral / active EE | $3,263 | $6,837-52.3% | $10,408-68.7% | $4,125-20.9% |
| Admin fee / account holder | $440 | $8,173-94.6% | $12,815-96.6% | $5,651-92.2% |