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 | $95,675 | $85,202+12.3% | $172,739-44.6% | $72,985+31.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.68% | 27.32%-5.6pp | 802.84%-781.2pp | 81.00%-59.3pp |
| Employer contribution / active EE | $3,000 | $3,324-9.8% | $5,143-41.7% | $2,440+23.0% |
| Participant deferral / active EE | $4,376 | $3,260+34.2% | $5,198-15.8% | $3,607+21.3% |
| Admin fee / account holder | $3,349 | $5,884-43.1% | $13,954-76.0% | $5,124-34.6% |