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 | $119,082 | $98,750+20.6% | $149,696-20.5% | $79,858+49.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 23.50% | 27.43%-3.9pp | 276.60%-253.1pp | 31.71%-8.2pp |
| Employer contribution / active EE | $1,368 | $3,216-57.5% | $4,644-70.6% | $2,471-44.7% |
| Participant deferral / active EE | $4,490 | $5,680-21.0% | $6,842-34.4% | $3,740+20.0% |
| Admin fee / account holder | $2,530 | $6,053-58.2% | $9,309-72.8% | $5,306-52.3% |