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 | $82,392 | $105,181-21.7% | $159,436-48.3% | $85,850-4.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 41.45% | 45.07%-3.6pp | 263.57%-222.1pp | 318.53%-277.1pp |
| Employer contribution / active EE | $4,199 | $3,318+26.5% | $4,829-13.1% | $2,565+63.7% |
| Participant deferral / active EE | $2,776 | $5,945-53.3% | $7,352-62.2% | $3,952-29.8% |
| Admin fee / account holder | $6,683 | $6,933-3.6% | $10,799-38.1% | $6,260+6.8% |