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 | $111,031 | $172,111-35.5% | $150,298-26.1% | $137,256-19.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.25% | 69.37%-52.1pp | 62.79%-45.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $8,838 | $4,636+90.6% | $4,154+112.8% | $4,156+112.7% |
| Participant deferral / active EE | $8,022 | $6,166+30.1% | $5,453+47.1% | $6,407+25.2% |
| Admin fee / account holder | $2,695 | $16,471-83.6% | $14,116-80.9% | $12,270-78.0% |