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 | $119,954 | $118,680+1.1% | $98,907+21.3% | $158,922-24.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 15.49% | 372.35%-356.9pp | 196.43%-180.9pp | 302.83%-287.3pp |
| Employer contribution / active EE | $1,641 | $3,333-50.8% | $2,689-39.0% | $4,761-65.5% |
| Participant deferral / active EE | $6,435 | $5,088+26.5% | $4,244+51.6% | $5,982+7.6% |
| Admin fee / account holder | $22,938 | $10,131+126.4% | $6,642+245.4% | $11,246+104.0% |