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 | $116,286 | $137,414-15.4% | $189,513-38.6% | $85,850+35.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 15.02% | 38.14%-23.1pp | 555.15%-540.1pp | 318.53%-303.5pp |
| Employer contribution / active EE | $4,742 | $4,344+9.1% | $6,162-23.0% | $2,565+84.8% |
| Participant deferral / active EE | $10,123 | $6,260+61.7% | $8,221+23.1% | $3,952+156.2% |
| Admin fee / account holder | $7,490 | $8,630-13.2% | $12,045-37.8% | $6,260+19.7% |