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 | $65,816 | $72,177-8.8% | $115,037-42.8% | $59,632+10.4% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.53% | 12.02%-12.6pp | 26.14%-26.7pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $4,485 | $2,841+57.9% | $4,608-2.7% | $2,203+103.6% |
| Participant deferral / active EE | $10,753 | $4,783+124.8% | $6,026+78.4% | $3,192+236.9% |
| Admin fee / account holder | $16,298 | $4,927+230.8% | $8,175+99.4% | $4,297+279.3% |