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 | $108,282 | $81,632+32.6% | $70,449+53.7% | $158,922-31.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 14.78% | 208.40%-193.6pp | 109.03%-94.2pp | 302.83%-288.0pp |
| Employer contribution / active EE | $1,860 | $3,217-42.2% | $2,737-32.1% | $4,761-60.9% |
| Participant deferral / active EE | $2,165 | $4,554-52.5% | $3,709-41.6% | $5,982-63.8% |
| Admin fee / account holder | $15,650 | $6,193+152.7% | $3,845+307.0% | $11,246+39.2% |