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 | $135,865 | $158,922-14.5% | $82,574+64.5% | $158,922-14.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 70.9%+29.1pp | 82.0%+18.0pp |
| Annual return | 10.34% | 302.83%-292.5pp | 17.67%-7.3pp | 302.83%-292.5pp |
| Employer contribution / active EE | $1,163 | $4,761-75.6% | $1,341-13.2% | $4,761-75.6% |
| Participant deferral / active EE | $2,713 | $5,982-54.7% | $2,761-1.8% | $5,982-54.7% |
| Admin fee / account holder | $6,043 | $11,246-46.3% | $3,296+83.4% | $11,246-46.3% |