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 | $126,638 | $117,841+7.5% | $102,423+23.6% | $145,922-13.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.84% | 31.65%-17.8pp | 29.32%-15.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,394 | $3,615-33.8% | $3,023-20.8% | $4,660-48.6% |
| Participant deferral / active EE | $9,013 | $5,731+57.3% | $5,053+78.4% | $6,688+34.8% |
| Admin fee / account holder | $1,015 | $13,326-92.4% | $9,451-89.3% | $13,397-92.4% |