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 | $116,221 | $102,966+12.9% | $90,281+28.7% | $152,861-24.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.09% | 95.16%-75.1pp | 78.10%-58.0pp | 345.32%-325.2pp |
| Employer contribution / active EE | $938 | $3,139-70.1% | $2,854-67.1% | $4,762-80.3% |
| Participant deferral / active EE | $1,323 | $4,281-69.1% | $3,885-65.9% | $5,850-77.4% |
| Admin fee / account holder | $4,152 | $6,171-32.7% | $5,351-22.4% | $11,596-64.2% |