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 | $85,070 | $88,672-4.1% | $105,223-19.2% | $82,448+3.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 13.56% | 30.86%-17.3pp | 180.65%-167.1pp | 41.64%-28.1pp |
| Employer contribution / active EE | $9,537 | $3,048+212.9% | $3,689+158.6% | $2,551+273.9% |
| Participant deferral / active EE | $2,764 | $4,036-31.5% | $5,072-45.5% | $4,139-33.2% |
| Admin fee / account holder | $7,578 | $7,146+6.0% | $8,859-14.5% | $7,234+4.7% |