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 | $88,729 | $89,753-1.1% | $107,525-17.5% | $84,808+4.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 20.97% | 29.48%-8.5pp | 181.32%-160.3pp | 40.90%-19.9pp |
| Employer contribution / active EE | $5,593 | $3,113+79.6% | $3,754+49.0% | $2,631+112.6% |
| Participant deferral / active EE | $7,852 | $4,056+93.6% | $5,116+53.5% | $4,212+86.4% |
| Admin fee / account holder | $1,731 | $7,222-76.0% | $8,919-80.6% | $7,344-76.4% |