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 | $90,957 | $98,463-7.6% | $119,258-23.7% | $85,850+5.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.3%+30.7pp |
| Annual return | 13.39% | 38.53%-25.1pp | 30.69%-17.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $1,533 | $3,698-58.5% | $4,384-65.0% | $2,565-40.2% |
| Participant deferral / active EE | $0 | $4,942-100.0% | $6,111-100.0% | $3,952-100.0% |
| Admin fee / account holder | $28,187 | $7,493+276.2% | $7,226+290.1% | $6,260+350.3% |