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 | $99,287 | $98,750+0.5% | $149,696-33.7% | $79,858+24.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 23.14% | 27.43%-4.3pp | 276.60%-253.5pp | 31.71%-8.6pp |
| Employer contribution / active EE | $1,112 | $3,216-65.4% | $4,644-76.1% | $2,471-55.0% |
| Participant deferral / active EE | $5,357 | $5,680-5.7% | $6,842-21.7% | $3,740+43.2% |
| Admin fee / account holder | $13,580 | $6,053+124.4% | $9,309+45.9% | $5,306+155.9% |