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 | $93,516 | $85,202+9.8% | $172,739-45.9% | $72,985+28.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.64% | 27.32%-9.7pp | 802.84%-785.2pp | 81.00%-63.4pp |
| Employer contribution / active EE | $2,272 | $3,324-31.7% | $5,143-55.8% | $2,440-6.9% |
| Participant deferral / active EE | $3,996 | $3,260+22.6% | $5,198-23.1% | $3,607+10.8% |
| Admin fee / account holder | $1,150 | $5,884-80.5% | $13,954-91.8% | $5,124-77.6% |