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 | $98,552 | $157,256-37.3% | $141,162-30.2% | $152,861-35.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.39% | 64.32%-48.9pp | 71.39%-56.0pp | 345.32%-329.9pp |
| Employer contribution / active EE | $2,763 | $5,261-47.5% | $4,735-41.6% | $4,762-42.0% |
| Participant deferral / active EE | $7,867 | $7,109+10.7% | $6,709+17.3% | $5,850+34.5% |
| Admin fee / account holder | $36,100 | $12,120+197.8% | $10,261+251.8% | $11,596+211.3% |