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 | $133,337 | $138,347-3.6% | $184,203-27.6% | $80,856+64.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 15.68% | 20.02%-4.3pp | 28.81%-13.1pp | 35.59%-19.9pp |
| Employer contribution / active EE | $8,447 | $4,850+74.1% | $6,427+31.4% | $2,755+206.6% |
| Participant deferral / active EE | $13,355 | $7,071+88.9% | $9,131+46.3% | $4,296+210.9% |
| Admin fee / account holder | $7,268 | $10,483-30.7% | $13,901-47.7% | $6,918+5.1% |