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 | $85,369 | $88,672-3.7% | $105,223-18.9% | $82,448+3.5% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 22.55% | 30.86%-8.3pp | 180.65%-158.1pp | 41.64%-19.1pp |
| Employer contribution / active EE | $4,174 | $3,048+36.9% | $3,689+13.2% | $2,551+63.6% |
| Participant deferral / active EE | $7,766 | $4,036+92.4% | $5,072+53.1% | $4,139+87.6% |
| Admin fee / account holder | $6,017 | $7,146-15.8% | $8,859-32.1% | $7,234-16.8% |