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 | $101,262 | $91,190+11.0% | $178,490-43.3% | $79,858+26.8% |
| Participation rate | 90.9% | 69.2%+21.7pp | 81.9%+9.0pp | 69.6%+21.3pp |
| Annual return | 17.46% | 24.19%-6.7pp | 151.07%-133.6pp | 31.71%-14.2pp |
| Employer contribution / active EE | $4,655 | $3,256+43.0% | $5,011-7.1% | $2,471+88.4% |
| Participant deferral / active EE | $3,418 | $3,236+5.6% | $5,202-34.3% | $3,740-8.6% |
| Admin fee / account holder | $481 | $6,751-92.9% | $13,984-96.6% | $5,306-90.9% |