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 | $92,395 | $105,181-12.2% | $159,436-42.0% | $85,850+7.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 16.53% | 45.07%-28.5pp | 263.57%-247.0pp | 318.53%-302.0pp |
| Employer contribution / active EE | $8,408 | $3,318+153.4% | $4,829+74.1% | $2,565+227.8% |
| Participant deferral / active EE | $6,789 | $5,945+14.2% | $7,352-7.7% | $3,952+71.8% |
| Admin fee / account holder | $6,785 | $6,933-2.1% | $10,799-37.2% | $6,260+8.4% |