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 | $96,609 | $84,233+14.7% | $170,442-43.3% | $70,131+37.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.86% | 23.06%-7.2pp | 205.93%-190.1pp | 73.14%-57.3pp |
| Employer contribution / active EE | $1,066 | $3,387-68.5% | $5,433-80.4% | $2,342-54.5% |
| Participant deferral / active EE | $1,642 | $3,086-46.8% | $4,939-66.8% | $3,332-50.7% |
| Admin fee / account holder | $21,726 | $5,698+281.3% | $13,880+56.5% | $4,645+367.7% |