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 | $133,123 | $149,679-11.1% | $117,039+13.7% | $147,584-9.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 13.98% | 19.31%-5.3pp | 18.95%-5.0pp | 578.55%-564.6pp |
| Employer contribution / active EE | $1,149 | $4,937-76.7% | $3,785-69.6% | $4,876-76.4% |
| Participant deferral / active EE | $3,225 | $4,912-34.3% | $3,929-17.9% | $5,439-40.7% |
| Admin fee / account holder | $13,074 | $7,856+66.4% | $5,974+118.9% | $10,885+20.1% |