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 | $102,002 | $96,635+5.6% | $86,612+17.8% | $139,434-26.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.74% | 106.41%-87.7pp | 591.07%-572.3pp | 372.94%-354.2pp |
| Employer contribution / active EE | $4,263 | $3,263+30.6% | $3,022+41.0% | $4,751-10.3% |
| Participant deferral / active EE | $4,263 | $4,836-11.8% | $4,438-3.9% | $6,710-36.5% |
| Admin fee / account holder | $604 | $6,408-90.6% | $5,614-89.2% | $11,403-94.7% |