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 | $110,887 | $96,635+14.7% | $86,612+28.0% | $139,434-20.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.71% | 106.41%-90.7pp | 591.07%-575.4pp | 372.94%-357.2pp |
| Employer contribution / active EE | $704 | $3,263-78.4% | $3,022-76.7% | $4,751-85.2% |
| Participant deferral / active EE | $2,525 | $4,836-47.8% | $4,438-43.1% | $6,710-62.4% |
| Admin fee / account holder | $53,883 | $6,408+740.9% | $5,614+859.8% | $11,403+372.5% |