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 | $126,715 | $112,881+12.3% | $90,951+39.3% | $158,922-20.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 15.17% | 215.79%-200.6pp | 134.60%-119.4pp | 302.83%-287.7pp |
| Employer contribution / active EE | $3,294 | $2,893+13.9% | $2,122+55.3% | $4,761-30.8% |
| Participant deferral / active EE | $10,003 | $4,128+142.4% | $3,373+196.6% | $5,982+67.2% |
| Admin fee / account holder | $1,131 | $8,041-85.9% | $5,959-81.0% | $11,246-89.9% |