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 | $82,463 | $71,809+14.8% | $61,048+35.1% | $152,861-46.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 82.4%+17.6pp |
| Annual return | 24.10% | 29.74%-5.6pp | 26.18%-2.1pp | 345.32%-321.2pp |
| Employer contribution / active EE | $10,800 | $4,545+137.6% | $3,716+190.6% | $4,762+126.8% |
| Participant deferral / active EE | $4,198 | $5,467-23.2% | $4,470-6.1% | $5,850-28.2% |
| Admin fee / account holder | $6,346 | $4,750+33.6% | $3,728+70.3% | $11,596-45.3% |