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 | $100,016 | $102,317-2.2% | $146,958-31.9% | $80,856+23.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.37% | 134.76%-117.4pp | 418.34%-401.0pp | 35.59%-18.2pp |
| Employer contribution / active EE | $6,148 | $3,713+65.6% | $4,933+24.6% | $2,755+123.2% |
| Participant deferral / active EE | $9,238 | $6,644+39.0% | $8,070+14.5% | $4,296+115.0% |
| Admin fee / account holder | $3,954 | $7,941-50.2% | $12,998-69.6% | $6,918-42.8% |