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 | $119,997 | $157,256-23.7% | $141,162-15.0% | $152,861-21.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.03% | 64.32%-42.3pp | 71.39%-49.4pp | 345.32%-323.3pp |
| Employer contribution / active EE | $7,785 | $5,261+48.0% | $4,735+64.4% | $4,762+63.5% |
| Participant deferral / active EE | $6,805 | $7,109-4.3% | $6,709+1.4% | $5,850+16.3% |
| Admin fee / account holder | $1,716 | $12,120-85.8% | $10,261-83.3% | $11,596-85.2% |