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 | $234,080 | $89,753+160.8% | $107,525+117.7% | $84,808+176.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 18.97% | 29.48%-10.5pp | 181.32%-162.3pp | 40.90%-21.9pp |
| Employer contribution / active EE | $2,990 | $3,113-4.0% | $3,754-20.3% | $2,631+13.6% |
| Participant deferral / active EE | $7,631 | $4,056+88.1% | $5,116+49.2% | $4,212+81.2% |
| Admin fee / account holder | $542 | $7,222-92.5% | $8,919-93.9% | $7,344-92.6% |