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 | $129,770 | $86,286+50.4% | $111,297+16.6% | $85,850+51.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 15.83% | 19.99%-4.2pp | 54.65%-38.8pp | 318.53%-302.7pp |
| Employer contribution / active EE | $1,160 | $2,043-43.2% | $2,731-57.5% | $2,565-54.8% |
| Participant deferral / active EE | $4,961 | $3,641+36.3% | $4,487+10.5% | $3,952+25.5% |
| Admin fee / account holder | $15,150 | $8,188+85.0% | $7,964+90.2% | $6,260+142.0% |