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 | $67,500 | $78,705-14.2% | $117,854-42.7% | $70,131-3.8% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 20.07% | 23.30%-3.2pp | 335.08%-315.0pp | 73.14%-53.1pp |
| Employer contribution / active EE | $2,207 | $2,223-0.8% | $3,786-41.7% | $2,342-5.8% |
| Participant deferral / active EE | $3,044 | $3,297-7.7% | $4,482-32.1% | $3,332-8.6% |
| Admin fee / account holder | $12,934 | $5,065+155.3% | $8,020+61.3% | $4,645+178.4% |