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 | $143,713 | $89,753+60.1% | $107,525+33.7% | $84,808+69.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 14.42% | 29.48%-15.1pp | 181.32%-166.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $3,648 | $3,113+17.2% | $3,754-2.8% | $2,631+38.6% |
| Participant deferral / active EE | $7,307 | $4,056+80.1% | $5,116+42.8% | $4,212+73.5% |
| Admin fee / account holder | $9,300 | $7,222+28.8% | $8,919+4.3% | $7,344+26.6% |