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 | $104,595 | $46,553+124.7% | $64,056+63.3% | $75,163+39.2% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 16.41% | 26.03%-9.6pp | 33.69%-17.3pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,177 | $1,974-40.3% | $2,747-57.1% | $2,670-55.9% |
| Participant deferral / active EE | $2,619 | $2,837-7.7% | $3,880-32.5% | $4,125-36.5% |
| Admin fee / account holder | $5,371 | $2,952+82.0% | $3,068+75.1% | $5,651-4.9% |