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 | $107,368 | $77,419+38.7% | $69,455+54.6% | $152,861-29.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 13.74% | 39.06%-25.3pp | 28.97%-15.2pp | 345.32%-331.6pp |
| Employer contribution / active EE | $9,210 | $3,315+177.8% | $2,779+231.4% | $4,762+93.4% |
| Participant deferral / active EE | $7,544 | $4,414+70.9% | $3,535+113.4% | $5,850+28.9% |
| Admin fee / account holder | $3,749 | $6,207-39.6% | $3,839-2.4% | $11,596-67.7% |