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 | $116,196 | $104,907+10.8% | $84,611+37.3% | $152,861-24.0% |
| Participation rate | 90.9% | 74.8%+16.1pp | 68.2%+22.7pp | 82.4%+8.5pp |
| Annual return | 25.98% | 373.79%-347.8pp | 258.74%-232.8pp | 345.32%-319.3pp |
| Employer contribution / active EE | $1,494 | $3,302-54.7% | $2,652-43.7% | $4,762-68.6% |
| Participant deferral / active EE | $3,575 | $4,688-23.7% | $3,899-8.3% | $5,850-38.9% |
| Admin fee / account holder | $15,872 | $6,241+154.3% | $4,912+223.1% | $11,596+36.9% |