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 | $124,490 | $142,405-12.6% | $115,157+8.1% | $152,861-18.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 21.38% | 41.48%-20.1pp | 35.60%-14.2pp | 345.32%-323.9pp |
| Employer contribution / active EE | $17,375 | $4,010+333.3% | $3,179+446.6% | $4,762+264.8% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,168-100.0% | $5,850-100.0% |
| Admin fee / account holder | $7,485 | $8,462-11.5% | $7,088+5.6% | $11,596-35.5% |