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 | $175,230 | $201,272-12.9% | $184,203-4.9% | $145,922+20.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 25.04% | 29.00%-4.0pp | 28.81%-3.8pp | 561.29%-536.3pp |
| Employer contribution / active EE | $21,796 | $7,022+210.4% | $6,427+239.1% | $4,660+367.8% |
| Participant deferral / active EE | $18,942 | $9,806+93.2% | $9,131+107.4% | $6,688+183.2% |
| Admin fee / account holder | $95,605 | $16,364+484.3% | $13,901+587.8% | $13,397+613.6% |