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 | $83,775 | $89,355-6.2% | $141,162-40.7% | $72,985+14.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.20% | 111.85%-88.6pp | 71.39%-48.2pp | 81.00%-57.8pp |
| Employer contribution / active EE | $2,513 | $3,114-19.3% | $4,735-46.9% | $2,440+3.0% |
| Participant deferral / active EE | $10,048 | $5,418+85.5% | $6,709+49.8% | $3,607+178.5% |
| Admin fee / account holder | $16,400 | $5,958+175.2% | $10,261+59.8% | $5,124+220.0% |