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 | $241,446 | $163,687+47.5% | $108,745+122.0% | $273,961-11.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.7%+22.3pp | 83.0%+17.0pp |
| Annual return | 10.68% | 31.16%-20.5pp | 46.22%-35.5pp | 41.45%-30.8pp |
| Employer contribution / active EE | $1,456 | $4,711-69.1% | $3,323-56.2% | $4,869-70.1% |
| Participant deferral / active EE | $13,067 | $7,155+82.6% | $5,121+155.1% | $5,287+147.1% |
| Admin fee / account holder | $14,649 | $12,890+13.6% | $6,144+138.4% | $10,132+44.6% |