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 | $124,757 | $152,861-18.4% | $70,656+76.6% | $152,861-18.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 15.43% | 345.32%-329.9pp | 15.43%0pp | 345.32%-329.9pp |
| Employer contribution / active EE | $1,132 | $4,762-76.2% | $1,424-20.5% | $4,762-76.2% |
| Participant deferral / active EE | $2,548 | $5,850-56.4% | $2,757-7.6% | $5,850-56.4% |
| Admin fee / account holder | $2,456 | $11,596-78.8% | $1,253+96.0% | $11,596-78.8% |