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 | $125,220 | $89,739+39.5% | $149,718-16.4% | $62,292+101.0% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 15.00% | 21.01%-6.0pp | 1501.63%-1486.6pp | 28.90%-13.9pp |
| Employer contribution / active EE | $3,570 | $3,233+10.4% | $5,445-34.4% | $2,042+74.8% |
| Participant deferral / active EE | $3,543 | $4,797-26.1% | $6,569-46.1% | $3,169+11.8% |
| Admin fee / account holder | $4,767 | $551+764.8% | $11,283-57.7% | $479+894.5% |