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 | $132,128 | $95,971+37.7% | $74,550+77.2% | $135,375-2.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 7.78% | 56.96%-49.2pp | 32.53%-24.7pp | 519.73%-512.0pp |
| Employer contribution / active EE | $1,026 | $2,716-62.2% | $1,961-47.7% | $4,779-78.5% |
| Participant deferral / active EE | $1,661 | $3,843-56.8% | $3,108-46.6% | $5,609-70.4% |
| Admin fee / account holder | $522 | $6,522-92.0% | $5,060-89.7% | $10,827-95.2% |