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 | $99,989 | $89,753+11.4% | $107,525-7.0% | $84,808+17.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.46% | 29.48%-14.0pp | 181.32%-165.9pp | 40.90%-25.4pp |
| Employer contribution / active EE | $10,240 | $3,113+228.9% | $3,754+172.8% | $2,631+289.2% |
| Participant deferral / active EE | $5,973 | $4,056+47.3% | $5,116+16.8% | $4,212+41.8% |
| Admin fee / account holder | $3,675 | $7,222-49.1% | $8,919-58.8% | $7,344-50.0% |