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 | $98,655 | $91,190+8.2% | $178,490-44.7% | $79,858+23.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.32% | 24.19%-10.9pp | 151.07%-137.7pp | 31.71%-18.4pp |
| Employer contribution / active EE | $4,693 | $3,256+44.1% | $5,011-6.3% | $2,471+89.9% |
| Participant deferral / active EE | $3,399 | $3,236+5.0% | $5,202-34.7% | $3,740-9.1% |
| Admin fee / account holder | $1,328 | $6,751-80.3% | $13,984-90.5% | $5,306-75.0% |