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 | $106,761 | $157,256-32.1% | $141,162-24.4% | $152,861-30.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.76% | 64.32%-42.6pp | 71.39%-49.6pp | 345.32%-323.6pp |
| Employer contribution / active EE | $5,544 | $5,261+5.4% | $4,735+17.1% | $4,762+16.4% |
| Participant deferral / active EE | $11,057 | $7,109+55.5% | $6,709+64.8% | $5,850+89.0% |
| Admin fee / account holder | $15,207 | $12,120+25.5% | $10,261+48.2% | $11,596+31.1% |