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 | $198,109 | $133,922+47.9% | $116,228+70.4% | $142,382+39.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 15.01% | 147.76%-132.7pp | 90.06%-75.0pp | 217.08%-202.1pp |
| Employer contribution / active EE | $6,048 | $3,446+75.5% | $2,994+102.0% | $4,299+40.7% |
| Participant deferral / active EE | $1,768 | $5,672-68.8% | $4,953-64.3% | $6,507-72.8% |
| Admin fee / account holder | $6,387 | $14,945-57.3% | $11,989-46.7% | $12,624-49.4% |