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 | $106,716 | $89,753+18.9% | $107,525-0.8% | $84,808+25.8% |
| Participation rate | 81.8% | 68.1%+13.8pp | 75.1%+6.7pp | 68.3%+13.5pp |
| Annual return | 13.21% | 29.48%-16.3pp | 181.32%-168.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,915 | $3,113-38.5% | $3,754-49.0% | $2,631-27.2% |
| Participant deferral / active EE | $4,980 | $4,056+22.8% | $5,116-2.6% | $4,212+18.3% |
| Admin fee / account holder | $449 | $7,222-93.8% | $8,919-95.0% | $7,344-93.9% |