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 | $99,626 | $102,317-2.6% | $146,958-32.2% | $80,856+23.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.66% | 134.76%-119.1pp | 418.34%-402.7pp | 35.59%-19.9pp |
| Employer contribution / active EE | $2,791 | $3,713-24.8% | $4,933-43.4% | $2,755+1.3% |
| Participant deferral / active EE | $7,058 | $6,644+6.2% | $8,070-12.5% | $4,296+64.3% |
| Admin fee / account holder | $1,723 | $7,941-78.3% | $12,998-86.7% | $6,918-75.1% |