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 | $95,033 | $64,307+47.8% | $57,343+65.7% | $125,391-24.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 2.28% | 25.12%-22.8pp | 24.39%-22.1pp | 282.22%-279.9pp |
| Employer contribution / active EE | $2,558 | $3,193-19.9% | $2,689-4.9% | $4,866-47.4% |
| Participant deferral / active EE | $7,034 | $3,848+82.8% | $3,162+122.4% | $5,352+31.4% |
| Admin fee / account holder | $12,226 | $5,242+133.2% | $3,356+264.3% | $9,540+28.2% |