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 | $50,745 | $127,100-60.1% | $105,738-52.0% | $135,375-62.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 3.43% | 4.49%-1.1pp | 6.27%-2.8pp | 519.73%-516.3pp |
| Employer contribution / active EE | $6,811 | $4,107+65.9% | $3,268+108.4% | $4,779+42.5% |
| Participant deferral / active EE | $10,970 | $5,064+116.6% | $4,080+168.9% | $5,609+95.6% |
| Admin fee / account holder | $3,047 | $9,087-66.5% | $6,913-55.9% | $10,827-71.9% |