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 | $79,488 | $160,055-50.3% | $140,016-43.2% | $135,375-41.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 3.93% | 911.38%-907.4pp | 651.12%-647.2pp | 519.73%-515.8pp |
| Employer contribution / active EE | $2,594 | $6,420-59.6% | $5,606-53.7% | $4,779-45.7% |
| Participant deferral / active EE | $5,487 | $7,642-28.2% | $6,927-20.8% | $5,609-2.2% |
| Admin fee / account holder | $8,467 | $13,328-36.5% | $10,705-20.9% | $10,827-21.8% |