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 | $81,938 | $105,181-22.1% | $159,436-48.6% | $85,850-4.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.78% | 45.07%-29.3pp | 263.57%-247.8pp | 318.53%-302.7pp |
| Employer contribution / active EE | $11,736 | $3,318+253.7% | $4,829+143.0% | $2,565+357.5% |
| Participant deferral / active EE | $11,051 | $5,945+85.9% | $7,352+50.3% | $3,952+179.6% |
| Admin fee / account holder | $666 | $6,933-90.4% | $10,799-93.8% | $6,260-89.4% |