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 | $128,532 | $107,334+19.8% | $92,893+38.4% | $152,861-15.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.40% | 145.58%-127.2pp | 109.41%-91.0pp | 345.32%-326.9pp |
| Employer contribution / active EE | $1,818 | $4,221-56.9% | $3,653-50.2% | $4,762-61.8% |
| Participant deferral / active EE | $2,227 | $4,845-54.0% | $4,236-47.4% | $5,850-61.9% |
| Admin fee / account holder | $3,326 | $7,079-53.0% | $5,794-42.6% | $11,596-71.3% |