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 | $118,673 | $108,172+9.7% | $77,482+53.2% | $158,922-25.3% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 21.82% | 31.67%-9.8pp | 54.79%-33.0pp | 302.83%-281.0pp |
| Employer contribution / active EE | $5,295 | $1,325+299.6% | $986+436.7% | $4,761+11.2% |
| Participant deferral / active EE | $6,864 | $2,456+179.4% | $1,861+268.8% | $5,982+14.7% |
| Admin fee / account holder | $405 | $3,708-89.1% | $2,858-85.8% | $11,246-96.4% |