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 | $143,391 | $99,877+43.6% | $84,966+68.8% | $145,922-1.7% |
| Participation rate | 94.1% | 74.1%+20.0pp | 67.5%+26.6pp | 80.3%+13.8pp |
| Annual return | 16.49% | 83.76%-67.3pp | 66.38%-49.9pp | 561.29%-544.8pp |
| Employer contribution / active EE | $2,615 | $3,231-19.1% | $2,727-4.1% | $4,660-43.9% |
| Participant deferral / active EE | $7,016 | $5,291+32.6% | $4,519+55.2% | $6,688+4.9% |
| Admin fee / account holder | $12,625 | $7,248+74.2% | $6,149+105.3% | $13,397-5.8% |