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 | $95,008 | $102,966-7.7% | $90,281+5.2% | $152,861-37.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 22.26% | 95.16%-72.9pp | 78.10%-55.8pp | 345.32%-323.1pp |
| Employer contribution / active EE | $4,007 | $3,139+27.7% | $2,854+40.4% | $4,762-15.9% |
| Participant deferral / active EE | $9,744 | $4,281+127.6% | $3,885+150.8% | $5,850+66.6% |
| Admin fee / account holder | $32,951 | $6,171+434.0% | $5,351+515.8% | $11,596+184.1% |