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 | $106,400 | $102,547+3.8% | $78,210+36.0% | $147,584-27.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 12.73% | 51.08%-38.4pp | 40.90%-28.2pp | 578.55%-565.8pp |
| Employer contribution / active EE | $1,932 | $2,617-26.2% | $2,034-5.0% | $4,876-60.4% |
| Participant deferral / active EE | $4,881 | $3,481+40.2% | $2,823+72.9% | $5,439-10.3% |
| Admin fee / account holder | $1,075 | $5,059-78.7% | $3,758-71.4% | $10,885-90.1% |