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 | $117,212 | $105,859+10.7% | $90,160+30.0% | $147,584-20.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 24.96% | 37.63%-12.7pp | 34.88%-9.9pp | 578.55%-553.6pp |
| Employer contribution / active EE | $23,224 | $4,126+462.8% | $3,318+599.9% | $4,876+376.3% |
| Participant deferral / active EE | $19,546 | $5,733+240.9% | $5,288+269.7% | $5,439+259.4% |
| Admin fee / account holder | $3,336 | $8,046-58.5% | $5,943-43.9% | $10,885-69.4% |