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 | $75,253 | $157,256-52.1% | $141,162-46.7% | $152,861-50.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.62% | 64.32%-42.7pp | 71.39%-49.8pp | 345.32%-323.7pp |
| Employer contribution / active EE | $8,775 | $5,261+66.8% | $4,735+85.3% | $4,762+84.2% |
| Participant deferral / active EE | $10,281 | $7,109+44.6% | $6,709+53.2% | $5,850+75.7% |
| Admin fee / account holder | $3,326 | $12,120-72.6% | $10,261-67.6% | $11,596-71.3% |