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 | $105,909 | $77,419+36.8% | $69,455+52.5% | $152,861-30.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 19.60% | 39.06%-19.5pp | 28.97%-9.4pp | 345.32%-325.7pp |
| Employer contribution / active EE | $5,882 | $3,315+77.4% | $2,779+111.7% | $4,762+23.5% |
| Participant deferral / active EE | $10,795 | $4,414+144.6% | $3,535+205.3% | $5,850+84.5% |
| Admin fee / account holder | $438 | $6,207-92.9% | $3,839-88.6% | $11,596-96.2% |