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 | $110,166 | $110,261-0.1% | $95,745+15.1% | $139,434-21.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.86% | 27.11%-8.2pp | 28.35%-9.5pp | 372.94%-354.1pp |
| Employer contribution / active EE | $1,284 | $3,257-60.6% | $2,835-54.7% | $4,751-73.0% |
| Participant deferral / active EE | $2,125 | $4,676-54.6% | $4,245-49.9% | $6,710-68.3% |
| Admin fee / account holder | $60,656 | $6,613+817.2% | $5,678+968.3% | $11,403+432.0% |