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 | $124,570 | $109,327+13.9% | $89,391+39.4% | $158,922-21.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 18.17% | 345.68%-327.5pp | 245.62%-227.4pp | 302.83%-284.7pp |
| Employer contribution / active EE | $1,247 | $3,170-60.6% | $2,586-51.8% | $4,761-73.8% |
| Participant deferral / active EE | $2,670 | $4,598-41.9% | $3,890-31.4% | $5,982-55.4% |
| Admin fee / account holder | $43,725 | $6,153+610.6% | $4,881+795.8% | $11,246+288.8% |