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 | $70,509 | $77,634-9.2% | $156,549-55.0% | $62,891+12.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 10.91% | 50.32%-39.4pp | 32.23%-21.3pp | 20.14%-9.2pp |
| Employer contribution / active EE | $5,418 | $3,444+57.3% | $5,501-1.5% | $2,281+137.6% |
| Participant deferral / active EE | $4,683 | $3,045+53.8% | $4,871-3.9% | $3,203+46.2% |
| Admin fee / account holder | $1,133 | $5,561-79.6% | $13,027-91.3% | $4,296-73.6% |