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 | $86,393 | $99,985-13.6% | $146,665-41.1% | $85,850+0.6% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 16.52% | 18.93%-2.4pp | 22.74%-6.2pp | 318.53%-302.0pp |
| Employer contribution / active EE | $10,623 | $2,559+315.2% | $4,136+156.8% | $2,565+314.1% |
| Participant deferral / active EE | $4,902 | $4,006+22.4% | $5,506-11.0% | $3,952+24.0% |
| Admin fee / account holder | $6,239 | $7,702-19.0% | $10,280-39.3% | $6,260-0.3% |