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 | $164,424 | $127,065+29.4% | $113,168+45.3% | $142,382+15.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.78% | 24.03%-9.2pp | 24.27%-9.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,410 | $3,442-59.1% | $2,975-52.6% | $4,299-67.2% |
| Participant deferral / active EE | $3,750 | $5,716-34.4% | $5,107-26.6% | $6,507-42.4% |
| Admin fee / account holder | $75,060 | $15,736+377.0% | $12,068+522.0% | $12,624+494.6% |