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 | $90,409 | $173,340-47.8% | $136,007-33.5% | $145,959-38.1% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.02% | 1163.32%-1149.3pp | 579.32%-565.3pp | 561.95%-547.9pp |
| Employer contribution / active EE | $2,238 | $5,275-57.6% | $4,215-46.9% | $4,661-52.0% |
| Participant deferral / active EE | $5,297 | $8,699-39.1% | $7,024-24.6% | $6,689-20.8% |
| Admin fee / account holder | $23,146 | $9,954+132.5% | $6,858+237.5% | $13,398+72.8% |