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 | $112,666 | $106,890+5.4% | $84,015+34.1% | $152,861-26.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 21.87% | 104.99%-83.1pp | 71.31%-49.4pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,295 | $2,734-52.7% | $1,983-34.7% | $4,762-72.8% |
| Participant deferral / active EE | $4,673 | $4,011+16.5% | $3,239+44.3% | $5,850-20.1% |
| Admin fee / account holder | $4,714 | $8,285-43.1% | $6,101-22.7% | $11,596-59.3% |