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 | $113,654 | $85,202+33.4% | $172,739-34.2% | $72,985+55.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.99% | 27.32%-10.3pp | 802.84%-785.9pp | 81.00%-64.0pp |
| Employer contribution / active EE | $7,984 | $3,324+140.2% | $5,143+55.2% | $2,440+227.2% |
| Participant deferral / active EE | $3,157 | $3,260-3.2% | $5,198-39.3% | $3,607-12.5% |
| Admin fee / account holder | $7,569 | $5,884+28.6% | $13,954-45.8% | $5,124+47.7% |