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 | $68,832 | $49,173+40.0% | $121,098-43.2% | $75,163-8.4% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 16.17% | 55.99%-39.8pp | 985.75%-969.6pp | 160.62%-144.4pp |
| Employer contribution / active EE | $561 | $1,546-63.7% | $4,164-86.5% | $2,670-79.0% |
| Participant deferral / active EE | $3,866 | $2,628+47.1% | $4,080-5.2% | $4,125-6.3% |
| Admin fee / account holder | $1,159 | $3,942-70.6% | $5,644-79.5% | $5,651-79.5% |