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 | $171,032 | $138,347+23.6% | $184,203-7.1% | $80,856+111.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 12.08% | 20.02%-7.9pp | 28.81%-16.7pp | 35.59%-23.5pp |
| Employer contribution / active EE | $9,817 | $4,850+102.4% | $6,427+52.7% | $2,755+256.4% |
| Participant deferral / active EE | $6,327 | $7,071-10.5% | $9,131-30.7% | $4,296+47.3% |
| Admin fee / account holder | $86,551 | $10,483+725.6% | $13,901+522.6% | $6,918+1151.1% |