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 | $83,670 | $105,126-20.4% | $94,646-11.6% | $139,434-40.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 15.61% | 38.03%-22.4pp | 156.71%-141.1pp | 372.94%-357.3pp |
| Employer contribution / active EE | $7,328 | $4,106+78.5% | $3,672+99.5% | $4,751+54.2% |
| Participant deferral / active EE | $6,924 | $7,599-8.9% | $7,418-6.7% | $6,710+3.2% |
| Admin fee / account holder | $9,270 | $8,984+3.2% | $7,231+28.2% | $11,403-18.7% |