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 | $96,544 | $105,181-8.2% | $159,436-39.4% | $85,850+12.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 29.72% | 45.07%-15.4pp | 263.57%-233.8pp | 318.53%-288.8pp |
| Employer contribution / active EE | $4,051 | $3,318+22.1% | $4,829-16.1% | $2,565+57.9% |
| Participant deferral / active EE | $10,080 | $5,945+69.6% | $7,352+37.1% | $3,952+155.1% |
| Admin fee / account holder | $12,168 | $6,933+75.5% | $10,799+12.7% | $6,260+94.4% |