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 | $96,728 | $91,190+6.1% | $178,490-45.8% | $79,858+21.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 23.37% | 24.19%-0.8pp | 151.07%-127.7pp | 31.71%-8.3pp |
| Employer contribution / active EE | $7,828 | $3,256+140.4% | $5,011+56.2% | $2,471+216.8% |
| Participant deferral / active EE | $5,435 | $3,236+67.9% | $5,202+4.5% | $3,740+45.3% |
| Admin fee / account holder | $765 | $6,751-88.7% | $13,984-94.5% | $5,306-85.6% |