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 | $78,501 | $149,679-47.6% | $117,039-32.9% | $147,584-46.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 17.19% | 19.31%-2.1pp | 18.95%-1.8pp | 578.55%-561.4pp |
| Employer contribution / active EE | $5,910 | $4,937+19.7% | $3,785+56.2% | $4,876+21.2% |
| Participant deferral / active EE | $11,226 | $4,912+128.5% | $3,929+185.7% | $5,439+106.4% |
| Admin fee / account holder | $2,144 | $7,856-72.7% | $5,974-64.1% | $10,885-80.3% |