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 | $102,925 | $65,561+57.0% | $86,188+19.4% | $75,163+36.9% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 13.51% | 46.05%-32.5pp | 1168.45%-1154.9pp | 160.62%-147.1pp |
| Employer contribution / active EE | $3,547 | $1,553+128.4% | $2,380+49.0% | $2,670+32.9% |
| Participant deferral / active EE | $8,663 | $3,024+186.5% | $3,985+117.4% | $4,125+110.0% |
| Admin fee / account holder | $4,276 | $5,474-21.9% | $6,852-37.6% | $5,651-24.3% |