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 6-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 | $135,660 | $111,535+21.6% | $105,223+28.9% | $137,256-1.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.45% | 237.85%-225.4pp | 180.65%-168.2pp | 220.34%-207.9pp |
| Employer contribution / active EE | $2,426 | $3,939-38.4% | $3,689-34.2% | $4,156-41.6% |
| Participant deferral / active EE | $4,025 | $5,500-26.8% | $5,072-20.6% | $6,407-37.2% |
| Admin fee / account holder | $37,295 | $9,721+283.6% | $8,859+321.0% | $12,270+203.9% |