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 | $75,127 | $77,419-3.0% | $69,455+8.2% | $152,861-50.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 21.21% | 39.06%-17.9pp | 28.97%-7.8pp | 345.32%-324.1pp |
| Employer contribution / active EE | $7,095 | $3,315+114.0% | $2,779+155.3% | $4,762+49.0% |
| Participant deferral / active EE | $9,584 | $4,414+117.1% | $3,535+171.1% | $5,850+63.8% |
| Admin fee / account holder | $6,566 | $6,207+5.8% | $3,839+71.0% | $11,596-43.4% |