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 | $139,285 | $89,753+55.2% | $107,525+29.5% | $84,808+64.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 13.00% | 29.48%-16.5pp | 181.32%-168.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $2,159 | $3,113-30.7% | $3,754-42.5% | $2,631-17.9% |
| Participant deferral / active EE | $7,177 | $4,056+76.9% | $5,116+40.3% | $4,212+70.4% |
| Admin fee / account holder | $21,346 | $7,222+195.6% | $8,919+139.3% | $7,344+190.7% |