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 | $126,963 | $89,753+41.5% | $107,525+18.1% | $84,808+49.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 14.88% | 29.48%-14.6pp | 181.32%-166.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,596 | $3,113-16.6% | $3,754-30.8% | $2,631-1.3% |
| Participant deferral / active EE | $7,794 | $4,056+92.2% | $5,116+52.4% | $4,212+85.1% |
| Admin fee / account holder | $15,656 | $7,222+116.8% | $8,919+75.5% | $7,344+113.2% |