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 | $100,560 | $105,181-4.4% | $159,436-36.9% | $85,850+17.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 16.47% | 45.07%-28.6pp | 263.57%-247.1pp | 318.53%-302.1pp |
| Employer contribution / active EE | $2,132 | $3,318-35.7% | $4,829-55.8% | $2,565-16.9% |
| Participant deferral / active EE | $7,861 | $5,945+32.2% | $7,352+6.9% | $3,952+98.9% |
| Admin fee / account holder | $22,510 | $6,933+224.7% | $10,799+108.5% | $6,260+259.6% |