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 | $193,784 | $227,396-14.8% | $442,409-56.2% | $116,875+65.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 88.0%+12.0pp | 74.5%+25.5pp |
| Annual return | 14.97% | 16.35%-1.4pp | 90.53%-75.6pp | 16.29%-1.3pp |
| Employer contribution / active EE | $14,815 | $5,244+182.5% | $7,697+92.5% | $3,288+350.6% |
| Participant deferral / active EE | $0 | $7,352-100.0% | $7,555-100.0% | $3,885-100.0% |
| Admin fee / account holder | $11,971 | $16,310-26.6% | $51,603-76.8% | $12,263-2.4% |