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 | $93,650 | $105,181-11.0% | $159,436-41.3% | $85,850+9.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 16.48% | 45.07%-28.6pp | 263.57%-247.1pp | 318.53%-302.0pp |
| Employer contribution / active EE | $3,432 | $3,318+3.4% | $4,829-28.9% | $2,565+33.8% |
| Participant deferral / active EE | $5,902 | $5,945-0.7% | $7,352-19.7% | $3,952+49.4% |
| Admin fee / account holder | $5,873 | $6,933-15.3% | $10,799-45.6% | $6,260-6.2% |