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 | $111,735 | $102,245+9.3% | $89,340+25.1% | $137,256-18.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 10.97% | 21.89%-10.9pp | 20.57%-9.6pp | 220.34%-209.4pp |
| Employer contribution / active EE | $8,332 | $2,529+229.4% | $2,231+273.4% | $4,156+100.5% |
| Participant deferral / active EE | $23,500 | $4,436+429.7% | $3,823+514.7% | $6,407+266.8% |
| Admin fee / account holder | $43,205 | $8,085+434.4% | $6,704+544.5% | $12,270+252.1% |