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 | $104,907 | $74,888+40.1% | $71,209+47.3% | $142,382-26.3% |
| Participation rate | 90.5% | 76.2%+14.3pp | 73.8%+16.7pp | 80.1%+10.4pp |
| Annual return | 23.60% | 345.14%-321.5pp | 282.51%-258.9pp | 217.08%-193.5pp |
| Employer contribution / active EE | $8,294 | $2,854+190.6% | $2,721+204.8% | $4,299+92.9% |
| Participant deferral / active EE | $5,234 | $4,454+17.5% | $4,175+25.4% | $6,507-19.6% |
| Admin fee / account holder | $22,630 | $5,568+306.4% | $5,349+323.1% | $12,624+79.3% |