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 | $99,671 | $89,753+11.1% | $107,525-7.3% | $84,808+17.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 14.21% | 29.48%-15.3pp | 181.32%-167.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,872 | $3,113-7.8% | $3,754-23.5% | $2,631+9.2% |
| Participant deferral / active EE | $7,294 | $4,056+79.8% | $5,116+42.6% | $4,212+73.2% |
| Admin fee / account holder | $12,469 | $7,222+72.6% | $8,919+39.8% | $7,344+69.8% |