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 | $127,264 | $95,416+33.4% | $185,823-31.5% | $85,850+48.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.83% | 23.59%-11.8pp | 122.05%-110.2pp | 318.53%-306.7pp |
| Employer contribution / active EE | $6,352 | $3,314+91.7% | $5,167+22.9% | $2,565+147.6% |
| Participant deferral / active EE | $4,776 | $3,423+39.5% | $5,568-14.2% | $3,952+20.9% |
| Admin fee / account holder | $407 | $7,213-94.4% | $16,237-97.5% | $6,260-93.5% |