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 | $98,098 | $96,635+1.5% | $86,612+13.3% | $139,434-29.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.60% | 106.41%-87.8pp | 591.07%-572.5pp | 372.94%-354.3pp |
| Employer contribution / active EE | $5,021 | $3,263+53.9% | $3,022+66.1% | $4,751+5.7% |
| Participant deferral / active EE | $6,525 | $4,836+34.9% | $4,438+47.0% | $6,710-2.8% |
| Admin fee / account holder | $1,493 | $6,408-76.7% | $5,614-73.4% | $11,403-86.9% |