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 | $90,301 | $85,202+6.0% | $172,739-47.7% | $72,985+23.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.11% | 27.32%-9.2pp | 802.84%-784.7pp | 81.00%-62.9pp |
| Employer contribution / active EE | $4,401 | $3,324+32.4% | $5,143-14.4% | $2,440+80.4% |
| Participant deferral / active EE | $4,123 | $3,260+26.5% | $5,198-20.7% | $3,607+14.3% |
| Admin fee / account holder | $422 | $5,884-92.8% | $13,954-97.0% | $5,124-91.8% |