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 | $87,678 | $78,672+11.4% | $109,143-19.7% | $85,850+2.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 19.58% | 25.09%-5.5pp | 25.75%-6.2pp | 318.53%-298.9pp |
| Employer contribution / active EE | $5,242 | $2,735+91.7% | $3,722+40.9% | $2,565+104.4% |
| Participant deferral / active EE | $4,310 | $3,467+24.3% | $4,653-7.4% | $3,952+9.1% |
| Admin fee / account holder | $13,891 | $5,469+154.0% | $6,752+105.7% | $6,260+121.9% |