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 | $109,580 | $175,202-37.5% | $149,673-26.8% | $139,434-21.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.89% | 166.71%-155.8pp | 134.42%-123.5pp | 372.94%-362.1pp |
| Employer contribution / active EE | $5,884 | $5,474+7.5% | $4,818+22.1% | $4,751+23.8% |
| Participant deferral / active EE | $11,749 | $6,519+80.2% | $5,680+106.9% | $6,710+75.1% |
| Admin fee / account holder | $17,941 | $16,150+11.1% | $13,210+35.8% | $11,403+57.3% |