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 | $73,922 | $68,346+8.2% | $94,646-21.9% | $75,163-1.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 15.69% | 616.93%-601.2pp | 156.71%-141.0pp | 160.62%-144.9pp |
| Employer contribution / active EE | $908 | $2,701-66.4% | $3,672-75.3% | $2,670-66.0% |
| Participant deferral / active EE | $7,390 | $6,537+13.0% | $7,418-0.4% | $4,125+79.2% |
| Admin fee / account holder | $3,272 | $5,326-38.6% | $7,231-54.7% | $5,651-42.1% |