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 | $120,749 | $76,407+58.0% | $150,298-19.7% | $82,448+46.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 16.06% | 39.99%-23.9pp | 62.79%-46.7pp | 41.64%-25.6pp |
| Employer contribution / active EE | $6,023 | $2,614+130.4% | $4,154+45.0% | $2,551+136.1% |
| Participant deferral / active EE | $8,073 | $3,214+151.2% | $5,453+48.1% | $4,139+95.0% |
| Admin fee / account holder | $1,286 | $6,352-79.8% | $14,116-90.9% | $7,234-82.2% |