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 | $89,753-5.2% | $107,525-20.9% | $84,808+0.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 13.56% | 29.48%-15.9pp | 181.32%-167.8pp | 40.90%-27.3pp |
| Employer contribution / active EE | $9,537 | $3,113+206.3% | $3,754+154.1% | $2,631+262.5% |
| Participant deferral / active EE | $2,764 | $4,056-31.9% | $5,116-46.0% | $4,212-34.4% |
| Admin fee / account holder | $7,578 | $7,222+4.9% | $8,919-15.0% | $7,344+3.2% |