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 | $93,709 | $78,705+19.1% | $117,854-20.5% | $70,131+33.6% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 14.07% | 23.30%-9.2pp | 335.08%-321.0pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,175 | $2,223-47.1% | $3,786-69.0% | $2,342-49.8% |
| Participant deferral / active EE | $2,198 | $3,297-33.3% | $4,482-51.0% | $3,332-34.0% |
| Admin fee / account holder | $26,014 | $5,065+413.6% | $8,020+224.4% | $4,645+460.0% |