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 | $121,198 | $112,096+8.1% | $95,952+26.3% | $158,922-23.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 16.29% | 171.09%-154.8pp | 91.61%-75.3pp | 302.83%-286.5pp |
| Employer contribution / active EE | $2,784 | $3,198-12.9% | $2,541+9.6% | $4,761-41.5% |
| Participant deferral / active EE | $9,632 | $4,784+101.3% | $4,167+131.1% | $5,982+61.0% |
| Admin fee / account holder | $2,451 | $10,130-75.8% | $6,795-63.9% | $11,246-78.2% |