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 9-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 | $167,670 | $125,758+33.3% | $169,993-1.4% | $75,163+123.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 15.53% | 27.20%-11.7pp | 53.37%-37.8pp | 160.62%-145.1pp |
| Employer contribution / active EE | $9,415 | $4,615+104.0% | $6,785+38.8% | $2,670+252.6% |
| Participant deferral / active EE | $3,513 | $6,837-48.6% | $10,408-66.2% | $4,125-14.8% |
| Admin fee / account holder | $5,652 | $8,173-30.9% | $12,815-55.9% | $5,6510% |