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 | $133,582 | $46,553+186.9% | $64,056+108.5% | $75,163+77.7% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 14.61% | 26.03%-11.4pp | 33.69%-19.1pp | 160.62%-146.0pp |
| Employer contribution / active EE | $2,931 | $1,974+48.5% | $2,747+6.7% | $2,670+9.8% |
| Participant deferral / active EE | $3,023 | $2,837+6.6% | $3,880-22.1% | $4,125-26.7% |
| Admin fee / account holder | $4,882 | $2,952+65.4% | $3,068+59.1% | $5,651-13.6% |