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 | $109,453 | $77,419+41.4% | $69,455+57.6% | $152,861-28.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 7.13% | 39.06%-31.9pp | 28.97%-21.8pp | 345.32%-338.2pp |
| Employer contribution / active EE | $9,964 | $3,315+200.6% | $2,779+258.6% | $4,762+109.2% |
| Participant deferral / active EE | $6,649 | $4,414+50.7% | $3,535+88.1% | $5,850+13.7% |
| Admin fee / account holder | $397 | $6,207-93.6% | $3,839-89.6% | $11,596-96.6% |