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 | $89,828 | $88,672+1.3% | $105,223-14.6% | $82,448+9.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 14.90% | 30.86%-16.0pp | 180.65%-165.7pp | 41.64%-26.7pp |
| Employer contribution / active EE | $5,386 | $3,048+76.7% | $3,689+46.0% | $2,551+111.1% |
| Participant deferral / active EE | $3,975 | $4,036-1.5% | $5,072-21.6% | $4,139-4.0% |
| Admin fee / account holder | $11,652 | $7,146+63.1% | $8,859+31.5% | $7,234+61.1% |