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 | $86,629 | $98,750-12.3% | $149,696-42.1% | $79,858+8.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.16% | 27.43%-11.3pp | 276.60%-260.4pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,720 | $3,216-46.5% | $4,644-63.0% | $2,471-30.4% |
| Participant deferral / active EE | $4,089 | $5,680-28.0% | $6,842-40.2% | $3,740+9.3% |
| Admin fee / account holder | $771 | $6,053-87.3% | $9,309-91.7% | $5,306-85.5% |