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 | $86,447 | $102,966-16.0% | $90,281-4.2% | $152,861-43.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 17.73% | 95.16%-77.4pp | 78.10%-60.4pp | 345.32%-327.6pp |
| Employer contribution / active EE | $1,796 | $3,139-42.8% | $2,854-37.1% | $4,762-62.3% |
| Participant deferral / active EE | $2,575 | $4,281-39.9% | $3,885-33.7% | $5,850-56.0% |
| Admin fee / account holder | $9,074 | $6,171+47.0% | $5,351+69.6% | $11,596-21.8% |