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 | $126,564 | $74,888+69.0% | $71,209+77.7% | $142,382-11.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.23% | 345.14%-330.9pp | 282.51%-268.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,513 | $2,854-47.0% | $2,721-44.4% | $4,299-64.8% |
| Participant deferral / active EE | $2,101 | $4,454-52.8% | $4,175-49.7% | $6,507-67.7% |
| Admin fee / account holder | $5,332 | $5,568-4.2% | $5,349-0.3% | $12,624-57.8% |