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 | $88,983 | $105,181-15.4% | $159,436-44.2% | $85,850+3.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 20.68% | 45.07%-24.4pp | 263.57%-242.9pp | 318.53%-297.9pp |
| Employer contribution / active EE | $9,470 | $3,318+185.4% | $4,829+96.1% | $2,565+269.2% |
| Participant deferral / active EE | $10,752 | $5,945+80.9% | $7,352+46.2% | $3,952+172.1% |
| Admin fee / account holder | $2,051 | $6,933-70.4% | $10,799-81.0% | $6,260-67.2% |