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 | $92,432 | $85,202+8.5% | $172,739-46.5% | $72,985+26.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.22% | 27.32%-3.1pp | 802.84%-778.6pp | 81.00%-56.8pp |
| Employer contribution / active EE | $8,287 | $3,324+149.3% | $5,143+61.1% | $2,440+239.7% |
| Participant deferral / active EE | $4,278 | $3,260+31.2% | $5,198-17.7% | $3,607+18.6% |
| Admin fee / account holder | $1,355 | $5,884-77.0% | $13,954-90.3% | $5,124-73.6% |