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 | $86,448 | $176,377-51.0% | $134,143-35.6% | $158,922-45.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 14.70% | 63.63%-48.9pp | 36.33%-21.6pp | 302.83%-288.1pp |
| Employer contribution / active EE | $8,955 | $5,040+77.7% | $3,704+141.8% | $4,761+88.1% |
| Participant deferral / active EE | $2,732 | $4,091-33.2% | $3,499-21.9% | $5,982-54.3% |
| Admin fee / account holder | $751 | $8,718-91.4% | $6,684-88.8% | $11,246-93.3% |