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 | $133,178 | $72,177+84.5% | $115,037+15.8% | $59,632+123.3% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.87% | 12.02%-12.9pp | 26.14%-27.0pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $4,606 | $2,841+62.1% | $4,6080% | $2,203+109.1% |
| Participant deferral / active EE | $4,477 | $4,783-6.4% | $6,026-25.7% | $3,192+40.3% |
| Admin fee / account holder | $3,188 | $4,927-35.3% | $8,175-61.0% | $4,297-25.8% |