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 | $88,988 | $82,032+8.5% | $123,104-27.7% | $59,632+49.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 1.63% | 5.12%-3.5pp | 13.22%-11.6pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $2,051 | $3,297-37.8% | $5,151-60.2% | $2,203-6.9% |
| Participant deferral / active EE | $3,905 | $4,667-16.3% | $6,230-37.3% | $3,192+22.4% |
| Admin fee / account holder | $2,676 | $5,881-54.5% | $9,015-70.3% | $4,297-37.7% |