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 | $87,423 | $85,202+2.6% | $172,739-49.4% | $72,985+19.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.31% | 27.32%-5.0pp | 802.84%-780.5pp | 81.00%-58.7pp |
| Employer contribution / active EE | $1,514 | $3,324-54.4% | $5,143-70.6% | $2,440-37.9% |
| Participant deferral / active EE | $3,825 | $3,260+17.3% | $5,198-26.4% | $3,607+6.0% |
| Admin fee / account holder | $5,499 | $5,884-6.5% | $13,954-60.6% | $5,124+7.3% |