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 | $140,294 | $87,166+61.0% | $76,735+82.8% | $137,256+2.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 14.10% | 26.50%-12.4pp | 29.77%-15.7pp | 220.34%-206.2pp |
| Employer contribution / active EE | $3,491 | $2,904+20.2% | $2,454+42.2% | $4,156-16.0% |
| Participant deferral / active EE | $3,990 | $4,726-15.6% | $4,088-2.4% | $6,407-37.7% |
| Admin fee / account holder | $624 | $8,403-92.6% | $7,189-91.3% | $12,270-94.9% |