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 | $101,389 | $78,672+28.9% | $109,143-7.1% | $85,850+18.1% |
| Participation rate | 88.9% | 68.3%+20.6pp | 75.9%+13.0pp | 69.3%+19.6pp |
| Annual return | 16.00% | 25.09%-9.1pp | 25.75%-9.7pp | 318.53%-302.5pp |
| Employer contribution / active EE | $7,407 | $2,735+170.9% | $3,722+99.0% | $2,565+188.8% |
| Participant deferral / active EE | $4,032 | $3,467+16.3% | $4,653-13.4% | $3,952+2.0% |
| Admin fee / account holder | $15,718 | $5,469+187.4% | $6,752+132.8% | $6,260+151.1% |