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 | $81,947 | $53,127+54.2% | $86,590-5.4% | $70,131+16.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 19.58% | 27.66%-8.1pp | 964.84%-945.3pp | 73.14%-53.6pp |
| Employer contribution / active EE | $7,209 | $2,068+248.6% | $2,839+153.9% | $2,342+207.8% |
| Participant deferral / active EE | $5,593 | $2,696+107.5% | $3,609+55.0% | $3,332+67.9% |
| Admin fee / account holder | $3,211 | $3,585-10.4% | $4,906-34.5% | $4,645-30.9% |