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 | $113,590 | $101,069+12.4% | $81,478+39.4% | $147,584-23.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 28.06% | 32.40%-4.3pp | 38.78%-10.7pp | 578.55%-550.5pp |
| Employer contribution / active EE | $16,563 | $3,205+416.8% | $2,568+545.0% | $4,876+239.7% |
| Participant deferral / active EE | $9,000 | $4,242+112.2% | $3,537+154.5% | $5,439+65.5% |
| Admin fee / account holder | $393 | $5,812-93.2% | $4,561-91.4% | $10,885-96.4% |