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 | $91,666 | $74,888+22.4% | $71,209+28.7% | $142,382-35.6% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 16.82% | 345.14%-328.3pp | 282.51%-265.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $12,152 | $2,854+325.7% | $2,721+346.6% | $4,299+182.7% |
| Participant deferral / active EE | $5,848 | $4,454+31.3% | $4,175+40.1% | $6,507-10.1% |
| Admin fee / account holder | $663 | $5,568-88.1% | $5,349-87.6% | $12,624-94.7% |