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 | $248,265 | $60,022+313.6% | $88,946+179.1% | $84,808+192.7% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 16.47% | 22.43%-6.0pp | 57.82%-41.3pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,383 | $1,703+98.7% | $2,555+32.4% | $2,631+28.6% |
| Participant deferral / active EE | $14,629 | $3,114+369.8% | $4,581+219.3% | $4,212+247.3% |
| Admin fee / account holder | $43,435 | $4,811+802.8% | $8,261+425.8% | $7,344+491.4% |