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 | $87,996 | $85,202+3.3% | $172,739-49.1% | $72,985+20.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.99% | 27.32%-7.3pp | 802.84%-782.8pp | 81.00%-61.0pp |
| Employer contribution / active EE | $4,737 | $3,324+42.5% | $5,143-7.9% | $2,440+94.2% |
| Participant deferral / active EE | $6,747 | $3,260+106.9% | $5,198+29.8% | $3,607+87.0% |
| Admin fee / account holder | $66,643 | $5,884+1032.6% | $13,954+377.6% | $5,124+1200.5% |