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 | $110,092 | $117,841-6.6% | $102,423+7.5% | $145,922-24.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.71% | 31.65%-14.9pp | 29.32%-12.6pp | 561.29%-544.6pp |
| Employer contribution / active EE | $6,929 | $3,615+91.7% | $3,023+129.2% | $4,660+48.7% |
| Participant deferral / active EE | $9,144 | $5,731+59.6% | $5,053+81.0% | $6,688+36.7% |
| Admin fee / account holder | $109,956 | $13,326+725.1% | $9,451+1063.5% | $13,397+720.7% |