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 | $66,558 | $65,703+1.3% | $94,224-29.4% | $59,632+11.6% |
| Participation rate | 91.1% | 72.1%+19.0pp | 78.8%+12.3pp | 68.7%+22.4pp |
| Annual return | 0.46% | 5.22%-4.8pp | 10.68%-10.2pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $5,000 | $2,021+147.5% | $3,587+39.4% | $2,203+127.0% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,666 | $4,264-60.9% | $6,269-73.4% | $4,297-61.2% |