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 | $98,257 | $95,416+3.0% | $185,823-47.1% | $85,850+14.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 27.66% | 23.59%+4.1pp | 122.05%-94.4pp | 318.53%-290.9pp |
| Employer contribution / active EE | $1,918 | $3,314-42.1% | $5,167-62.9% | $2,565-25.2% |
| Participant deferral / active EE | $1,136 | $3,423-66.8% | $5,568-79.6% | $3,952-71.3% |
| Admin fee / account holder | $3,349 | $7,213-53.6% | $16,237-79.4% | $6,260-46.5% |