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 | $108,417 | $96,484+12.4% | $75,886+42.9% | $152,861-29.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 18.42% | 33.98%-15.6pp | 30.76%-12.3pp | 345.32%-326.9pp |
| Employer contribution / active EE | $8,970 | $3,309+171.0% | $2,500+258.7% | $4,762+88.4% |
| Participant deferral / active EE | $2,072 | $4,553-54.5% | $3,603-42.5% | $5,850-64.6% |
| Admin fee / account holder | $5,640 | $8,078-30.2% | $5,418+4.1% | $11,596-51.4% |