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 | $104,808 | $99,652+5.2% | $78,778+33.0% | $147,584-29.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 14.23% | 47.28%-33.1pp | 35.62%-21.4pp | 578.55%-564.3pp |
| Employer contribution / active EE | $670 | $2,796-76.0% | $1,986-66.2% | $4,876-86.3% |
| Participant deferral / active EE | $9,379 | $3,664+156.0% | $2,958+217.0% | $5,439+72.5% |
| Admin fee / account holder | $12,463 | $7,155+74.2% | $5,134+142.8% | $10,885+14.5% |