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 | $114,045 | $102,317+11.5% | $146,958-22.4% | $80,856+41.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.37% | 134.76%-120.4pp | 418.34%-404.0pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,874 | $3,713-22.6% | $4,933-41.7% | $2,755+4.3% |
| Participant deferral / active EE | $4,822 | $6,644-27.4% | $8,070-40.2% | $4,296+12.3% |
| Admin fee / account holder | $825 | $7,941-89.6% | $12,998-93.7% | $6,918-88.1% |