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 | $229,307 | $64,480+255.6% | $81,382+181.8% | $80,856+183.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 11.16% | 16.34%-5.2pp | 24.73%-13.6pp | 35.59%-24.4pp |
| Employer contribution / active EE | $8,316 | $1,978+320.3% | $2,463+237.7% | $2,755+201.9% |
| Participant deferral / active EE | $6,557 | $3,094+112.0% | $3,883+68.9% | $4,296+52.6% |
| Admin fee / account holder | $7,277 | $5,671+28.3% | $5,768+26.2% | $6,918+5.2% |