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 | $99,888 | $105,181-5.0% | $159,436-37.3% | $85,850+16.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.11% | 45.07%-30.0pp | 263.57%-248.5pp | 318.53%-303.4pp |
| Employer contribution / active EE | $5,859 | $3,318+76.6% | $4,829+21.3% | $2,565+128.4% |
| Participant deferral / active EE | $7,714 | $5,945+29.8% | $7,352+4.9% | $3,952+95.2% |
| Admin fee / account holder | $10,444 | $6,933+50.6% | $10,799-3.3% | $6,260+66.8% |