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 | $121,200 | $79,944+51.6% | $98,439+23.1% | $75,163+61.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 12.86% | 19.75%-6.9pp | 21.16%-8.3pp | 160.62%-147.8pp |
| Employer contribution / active EE | $1,701 | $2,264-24.9% | $3,048-44.2% | $2,670-36.3% |
| Participant deferral / active EE | $5,836 | $3,752+55.6% | $4,738+23.2% | $4,125+41.5% |
| Admin fee / account holder | $12,594 | $6,840+84.1% | $8,948+40.7% | $5,651+122.9% |