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 | $100,417 | $102,317-1.9% | $146,958-31.7% | $80,856+24.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.95% | 134.76%-117.8pp | 418.34%-401.4pp | 35.59%-18.6pp |
| Employer contribution / active EE | $1,755 | $3,713-52.7% | $4,933-64.4% | $2,755-36.3% |
| Participant deferral / active EE | $7,576 | $6,644+14.0% | $8,070-6.1% | $4,296+76.4% |
| Admin fee / account holder | $1,548 | $7,941-80.5% | $12,998-88.1% | $6,918-77.6% |