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 | $114,253 | $70,428+62.2% | $96,562+18.3% | $85,850+33.1% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 16.21% | 18.59%-2.4pp | 37.78%-21.6pp | 318.53%-302.3pp |
| Employer contribution / active EE | $739 | $1,413-47.7% | $2,356-68.6% | $2,565-71.2% |
| Participant deferral / active EE | $2,818 | $2,894-2.6% | $3,849-26.8% | $3,952-28.7% |
| Admin fee / account holder | $15,835 | $4,997+216.9% | $6,181+156.2% | $6,260+153.0% |