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 | $121,998 | $108,172+12.8% | $77,482+57.5% | $158,922-23.2% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 13.59% | 31.67%-18.1pp | 54.79%-41.2pp | 302.83%-289.2pp |
| Employer contribution / active EE | $4,574 | $1,325+245.3% | $986+363.7% | $4,761-3.9% |
| Participant deferral / active EE | $4,988 | $2,456+103.1% | $1,861+168.0% | $5,982-16.6% |
| Admin fee / account holder | $1,241 | $3,708-66.5% | $2,858-56.6% | $11,246-89.0% |