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 | $102,795 | $137,414-25.2% | $189,513-45.8% | $85,850+19.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 17.25% | 38.14%-20.9pp | 555.15%-537.9pp | 318.53%-301.3pp |
| Employer contribution / active EE | $2,492 | $4,344-42.6% | $6,162-59.5% | $2,565-2.8% |
| Participant deferral / active EE | $3,972 | $6,260-36.5% | $8,221-51.7% | $3,952+0.5% |
| Admin fee / account holder | $1,643 | $8,630-81.0% | $12,045-86.4% | $6,260-73.8% |