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 | $90,597 | $105,181-13.9% | $159,436-43.2% | $85,850+5.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.27% | 45.07%-30.8pp | 263.57%-249.3pp | 318.53%-304.3pp |
| Employer contribution / active EE | $5,882 | $3,318+77.3% | $4,829+21.8% | $2,565+129.3% |
| Participant deferral / active EE | $5,307 | $5,945-10.7% | $7,352-27.8% | $3,952+34.3% |
| Admin fee / account holder | $3,252 | $6,933-53.1% | $10,799-69.9% | $6,260-48.1% |