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 | $108,053 | $46,553+132.1% | $64,056+68.7% | $75,163+43.8% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 24.08% | 26.03%-2.0pp | 33.69%-9.6pp | 160.62%-136.5pp |
| Employer contribution / active EE | $8,024 | $1,974+306.5% | $2,747+192.2% | $2,670+200.6% |
| Participant deferral / active EE | $12,268 | $2,837+332.5% | $3,880+216.2% | $4,125+197.4% |
| Admin fee / account holder | $4,138 | $2,952+40.2% | $3,068+34.9% | $5,651-26.8% |