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 | $70,652 | $63,346+11.5% | $92,233-23.4% | $70,131+0.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 13.31% | 530.12%-516.8pp | 176.28%-163.0pp | 73.14%-59.8pp |
| Employer contribution / active EE | $1,157 | $2,471-53.2% | $3,679-68.5% | $2,342-50.6% |
| Participant deferral / active EE | $2,963 | $2,854+3.8% | $3,897-23.9% | $3,332-11.1% |
| Admin fee / account holder | $933 | $3,840-75.7% | $5,194-82.0% | $4,645-79.9% |