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 | $95,432 | $85,202+12.0% | $172,739-44.8% | $72,985+30.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.44% | 27.32%-3.9pp | 802.84%-779.4pp | 81.00%-57.6pp |
| Employer contribution / active EE | $2,069 | $3,324-37.8% | $5,143-59.8% | $2,440-15.2% |
| Participant deferral / active EE | $4,020 | $3,260+23.3% | $5,198-22.6% | $3,607+11.4% |
| Admin fee / account holder | $938 | $5,884-84.1% | $13,954-93.3% | $5,124-81.7% |