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 | $79,634 | $68,097+16.9% | $62,929+26.5% | $137,256-42.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 11.97% | 1859.11%-1847.1pp | 1063.93%-1052.0pp | 220.34%-208.4pp |
| Employer contribution / active EE | $2,667 | $2,811-5.1% | $2,505+6.5% | $4,156-35.8% |
| Participant deferral / active EE | $6,023 | $4,553+32.3% | $3,888+54.9% | $6,407-6.0% |
| Admin fee / account holder | $7,223 | $6,521+10.8% | $5,065+42.6% | $12,270-41.1% |