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 | $123,238 | $86,286+42.8% | $111,297+10.7% | $85,850+43.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 14.78% | 19.99%-5.2pp | 54.65%-39.9pp | 318.53%-303.7pp |
| Employer contribution / active EE | $9,634 | $2,043+371.5% | $2,731+252.8% | $2,565+275.6% |
| Participant deferral / active EE | $5,201 | $3,641+42.9% | $4,487+15.9% | $3,952+31.6% |
| Admin fee / account holder | $718 | $8,188-91.2% | $7,964-91.0% | $6,260-88.5% |