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 | $67,480 | $65,409+3.2% | $98,442-31.5% | $85,850-21.4% |
| Participation rate | 95.0% | 65.0%+30.0pp | 73.3%+21.7pp | 69.3%+25.7pp |
| Annual return | 14.47% | 21.76%-7.3pp | 1492.73%-1478.3pp | 318.53%-304.1pp |
| Employer contribution / active EE | $4,100 | $2,168+89.1% | $2,960+38.5% | $2,565+59.8% |
| Participant deferral / active EE | $7,146 | $3,166+125.7% | $4,276+67.1% | $3,952+80.8% |
| Admin fee / account holder | $3,048 | $4,593-33.6% | $5,949-48.8% | $6,260-51.3% |