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 | $115,531 | $77,419+49.2% | $69,455+66.3% | $152,861-24.4% |
| Participation rate | 91.7% | 78.1%+13.6pp | 74.6%+17.1pp | 82.4%+9.2pp |
| Annual return | 10.85% | 39.06%-28.2pp | 28.97%-18.1pp | 345.32%-334.5pp |
| Employer contribution / active EE | $11,123 | $3,315+235.5% | $2,779+300.2% | $4,762+133.6% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,535-100.0% | $5,850-100.0% |
| Admin fee / account holder | $2,021 | $6,207-67.4% | $3,839-47.4% | $11,596-82.6% |