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 | $138,606 | $115,770+19.7% | $101,248+36.9% | $158,922-12.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 7.95% | 56.14%-48.2pp | 46.47%-38.5pp | 302.83%-294.9pp |
| Employer contribution / active EE | $2,923 | $4,175-30.0% | $3,660-20.1% | $4,761-38.6% |
| Participant deferral / active EE | $5,422 | $4,957+9.4% | $4,370+24.1% | $5,982-9.4% |
| Admin fee / account holder | $2,070 | $7,245-71.4% | $5,945-65.2% | $11,246-81.6% |