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 | $109,312 | $88,672+23.3% | $105,223+3.9% | $82,448+32.6% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 32.49% | 30.86%+1.6pp | 180.65%-148.2pp | 41.64%-9.2pp |
| Employer contribution / active EE | $5,115 | $3,048+67.8% | $3,689+38.7% | $2,551+100.5% |
| Participant deferral / active EE | $3,786 | $4,036-6.2% | $5,072-25.3% | $4,139-8.5% |
| Admin fee / account holder | $3,896 | $7,146-45.5% | $8,859-56.0% | $7,234-46.1% |