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 | $92,533 | $81,632+13.4% | $70,449+31.3% | $158,922-41.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 6.60% | 208.40%-201.8pp | 109.03%-102.4pp | 302.83%-296.2pp |
| Employer contribution / active EE | $3,849 | $3,217+19.6% | $2,737+40.6% | $4,761-19.2% |
| Participant deferral / active EE | $4,246 | $4,554-6.8% | $3,709+14.5% | $5,982-29.0% |
| Admin fee / account holder | $2,875 | $6,193-53.6% | $3,845-25.2% | $11,246-74.4% |