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 | $126,076 | $102,616+22.9% | $81,983+53.8% | $158,922-20.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 15.59% | 61.04%-45.5pp | 41.31%-25.7pp | 302.83%-287.2pp |
| Employer contribution / active EE | $6,200 | $3,240+91.4% | $2,498+148.2% | $4,761+30.2% |
| Participant deferral / active EE | $3,039 | $4,648-34.6% | $3,722-18.4% | $5,982-49.2% |
| Admin fee / account holder | $3,293 | $8,235-60.0% | $5,664-41.9% | $11,246-70.7% |