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 | $106,368 | $105,181+1.1% | $159,436-33.3% | $85,850+23.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.47% | 45.07%-31.6pp | 263.57%-250.1pp | 318.53%-305.1pp |
| Employer contribution / active EE | $5,821 | $3,318+75.4% | $4,829+20.5% | $2,565+126.9% |
| Participant deferral / active EE | $7,851 | $5,945+32.1% | $7,352+6.8% | $3,952+98.7% |
| Admin fee / account holder | $11,890 | $6,933+71.5% | $10,799+10.1% | $6,260+89.9% |