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 | $76,928 | $157,256-51.1% | $141,162-45.5% | $152,861-49.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.70% | 64.32%-42.6pp | 71.39%-49.7pp | 345.32%-323.6pp |
| Employer contribution / active EE | $7,645 | $5,261+45.3% | $4,735+61.5% | $4,762+60.5% |
| Participant deferral / active EE | $6,988 | $7,109-1.7% | $6,709+4.2% | $5,850+19.4% |
| Admin fee / account holder | $35,937 | $12,120+196.5% | $10,261+250.2% | $11,596+209.9% |