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 | $121,539 | $78,422+55.0% | $95,952+26.7% | $79,858+52.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 12.37% | 19.37%-7.0pp | 91.61%-79.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $4,797 | $1,945+146.6% | $2,541+88.8% | $2,471+94.1% |
| Participant deferral / active EE | $10,713 | $3,440+211.4% | $4,167+157.1% | $3,740+186.4% |
| Admin fee / account holder | $6,024 | $5,622+7.1% | $6,795-11.4% | $5,306+13.5% |