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 | $73,230 | $85,202-14.1% | $172,739-57.6% | $72,985+0.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.95% | 27.32%-3.4pp | 802.84%-778.9pp | 81.00%-57.1pp |
| Employer contribution / active EE | $1,997 | $3,324-39.9% | $5,143-61.2% | $2,440-18.1% |
| Participant deferral / active EE | $2,757 | $3,260-15.4% | $5,198-46.9% | $3,607-23.6% |
| Admin fee / account holder | $1,806 | $5,884-69.3% | $13,954-87.1% | $5,124-64.8% |