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 | $131,430 | $110,257+19.2% | $96,544+36.1% | $139,434-5.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.69% | 26.32%-8.6pp | 25.84%-8.2pp | 372.94%-355.3pp |
| Employer contribution / active EE | $2,597 | $3,620-28.2% | $2,965-12.4% | $4,751-45.3% |
| Participant deferral / active EE | $4,308 | $5,548-22.3% | $4,851-11.2% | $6,710-35.8% |
| Admin fee / account holder | $675 | $11,591-94.2% | $8,252-91.8% | $11,403-94.1% |