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 3-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 | $91,632 | $117,841-22.2% | $102,423-10.5% | $145,922-37.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 47.07% | 31.65%+15.4pp | 29.32%+17.7pp | 561.29%-514.2pp |
| Employer contribution / active EE | $6,222 | $3,615+72.1% | $3,023+105.8% | $4,660+33.5% |
| Participant deferral / active EE | $7,065 | $5,731+23.3% | $5,053+39.8% | $6,688+5.6% |
| Admin fee / account holder | $25,447 | $13,326+91.0% | $9,451+169.3% | $13,397+89.9% |