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 | $105,622 | $78,672+34.3% | $109,143-3.2% | $85,850+23.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 13.96% | 25.09%-11.1pp | 25.75%-11.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $2,402 | $2,735-12.2% | $3,722-35.5% | $2,565-6.4% |
| Participant deferral / active EE | $7,364 | $3,467+112.4% | $4,653+58.3% | $3,952+86.4% |
| Admin fee / account holder | $1,286 | $5,469-76.5% | $6,752-80.9% | $6,260-79.5% |