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 | $127,863 | $104,907+21.9% | $84,611+51.1% | $152,861-16.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 15.07% | 373.79%-358.7pp | 258.74%-243.7pp | 345.32%-330.2pp |
| Employer contribution / active EE | $794 | $3,302-76.0% | $2,652-70.1% | $4,762-83.3% |
| Participant deferral / active EE | $2,337 | $4,688-50.2% | $3,899-40.1% | $5,850-60.1% |
| Admin fee / account holder | $5,355 | $6,241-14.2% | $4,912+9.0% | $11,596-53.8% |