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 | $159,261 | $89,753+77.4% | $107,525+48.1% | $84,808+87.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 16.94% | 29.48%-12.5pp | 181.32%-164.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $7,763 | $3,113+149.3% | $3,754+106.8% | $2,631+195.1% |
| Participant deferral / active EE | $5,043 | $4,056+24.3% | $5,116-1.4% | $4,212+19.7% |
| Admin fee / account holder | $13,718 | $7,222+89.9% | $8,919+53.8% | $7,344+86.8% |