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 | $107,873 | $95,971+12.4% | $74,550+44.7% | $135,375-20.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 4.22% | 56.96%-52.7pp | 32.53%-28.3pp | 519.73%-515.5pp |
| Employer contribution / active EE | $1,764 | $2,716-35.1% | $1,961-10.1% | $4,779-63.1% |
| Participant deferral / active EE | $2,505 | $3,843-34.8% | $3,108-19.4% | $5,609-55.3% |
| Admin fee / account holder | $14,345 | $6,522+120.0% | $5,060+183.5% | $10,827+32.5% |