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 | $67,975 | $85,202-20.2% | $172,739-60.6% | $72,985-6.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.87% | 27.32%-4.4pp | 802.84%-780.0pp | 81.00%-58.1pp |
| Employer contribution / active EE | $2,225 | $3,324-33.1% | $5,143-56.7% | $2,440-8.8% |
| Participant deferral / active EE | $4,609 | $3,260+41.4% | $5,198-11.3% | $3,607+27.8% |
| Admin fee / account holder | $12,818 | $5,884+117.8% | $13,954-8.1% | $5,124+150.1% |