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 | $110,827 | $104,907+5.6% | $84,611+31.0% | $152,861-27.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 16.62% | 373.79%-357.2pp | 258.74%-242.1pp | 345.32%-328.7pp |
| Employer contribution / active EE | $2,230 | $3,302-32.4% | $2,652-15.9% | $4,762-53.2% |
| Participant deferral / active EE | $3,123 | $4,688-33.4% | $3,899-19.9% | $5,850-46.6% |
| Admin fee / account holder | $20,566 | $6,241+229.5% | $4,912+318.7% | $11,596+77.3% |