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 | $92,966 | $105,181-11.6% | $159,436-41.7% | $85,850+8.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 17.33% | 45.07%-27.7pp | 263.57%-246.2pp | 318.53%-301.2pp |
| Employer contribution / active EE | $4,360 | $3,318+31.4% | $4,829-9.7% | $2,565+70.0% |
| Participant deferral / active EE | $6,683 | $5,945+12.4% | $7,352-9.1% | $3,952+69.1% |
| Admin fee / account holder | $9,914 | $6,933+43.0% | $10,799-8.2% | $6,260+58.4% |