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 | $85,464 | $107,934-20.8% | $91,989-7.1% | $152,861-44.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 25.12% | 89.24%-64.1pp | 69.02%-43.9pp | 345.32%-320.2pp |
| Employer contribution / active EE | $6,883 | $4,210+63.5% | $3,452+99.4% | $4,762+44.5% |
| Participant deferral / active EE | $11,494 | $6,364+80.6% | $5,923+94.1% | $5,850+96.5% |
| Admin fee / account holder | $2,268 | $10,520-78.4% | $7,743-70.7% | $11,596-80.4% |