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 | $90,640 | $65,561+38.3% | $86,188+5.2% | $75,163+20.6% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 14.00% | 46.05%-32.1pp | 1168.45%-1154.4pp | 160.62%-146.6pp |
| Employer contribution / active EE | $1,708 | $1,553+10.0% | $2,380-28.3% | $2,670-36.0% |
| Participant deferral / active EE | $8,394 | $3,024+177.6% | $3,985+110.6% | $4,125+103.5% |
| Admin fee / account holder | $24,673 | $5,474+350.7% | $6,852+260.1% | $5,651+336.6% |