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 | $102,778 | $77,145+33.2% | $108,410-5.2% | $85,850+19.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 15.17% | 44.54%-29.4pp | 905.27%-890.1pp | 318.53%-303.4pp |
| Employer contribution / active EE | $3,100 | $2,379+30.3% | $3,558-12.9% | $2,565+20.9% |
| Participant deferral / active EE | $2,866 | $5,566-48.5% | $6,563-56.3% | $3,952-27.5% |
| Admin fee / account holder | $2,831 | $5,172-45.3% | $7,295-61.2% | $6,260-54.8% |