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 | $109,794 | $77,314+42.0% | $177,989-38.3% | $80,856+35.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 11.96% | 18.09%-6.1pp | 294.48%-282.5pp | 35.59%-23.6pp |
| Employer contribution / active EE | $3,907 | $2,292+70.4% | $3,949-1.1% | $2,755+41.8% |
| Participant deferral / active EE | $6,107 | $4,411+38.5% | $6,276-2.7% | $4,296+42.2% |
| Admin fee / account holder | $4,378 | $7,191-39.1% | $10,363-57.8% | $6,918-36.7% |