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 | $117,559 | $89,753+31.0% | $107,525+9.3% | $84,808+38.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 22.42% | 29.48%-7.1pp | 181.32%-158.9pp | 40.90%-18.5pp |
| Employer contribution / active EE | $6,799 | $3,113+118.4% | $3,754+81.1% | $2,631+158.4% |
| Participant deferral / active EE | $7,727 | $4,056+90.5% | $5,116+51.1% | $4,212+83.5% |
| Admin fee / account holder | $1,352 | $7,222-81.3% | $8,919-84.8% | $7,344-81.6% |