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 | $96,841 | $85,202+13.7% | $172,739-43.9% | $72,985+32.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.86% | 27.32%-8.5pp | 802.84%-784.0pp | 81.00%-62.1pp |
| Employer contribution / active EE | $5,096 | $3,324+53.3% | $5,143-0.9% | $2,440+108.9% |
| Participant deferral / active EE | $3,428 | $3,260+5.1% | $5,198-34.0% | $3,607-5.0% |
| Admin fee / account holder | $8,651 | $5,884+47.0% | $13,954-38.0% | $5,124+68.8% |