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 | $98,738 | $88,672+11.4% | $105,223-6.2% | $82,448+19.8% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 18.19% | 30.86%-12.7pp | 180.65%-162.5pp | 41.64%-23.4pp |
| Employer contribution / active EE | $7,472 | $3,048+145.1% | $3,689+102.6% | $2,551+192.9% |
| Participant deferral / active EE | $5,859 | $4,036+45.2% | $5,072+15.5% | $4,139+41.5% |
| Admin fee / account holder | $12,173 | $7,146+70.3% | $8,859+37.4% | $7,234+68.3% |