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 | $56,786 | $63,346-10.4% | $92,233-38.4% | $70,131-19.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 15.17% | 530.12%-514.9pp | 176.28%-161.1pp | 73.14%-58.0pp |
| Employer contribution / active EE | $2,171 | $2,471-12.2% | $3,679-41.0% | $2,342-7.3% |
| Participant deferral / active EE | $3,211 | $2,854+12.5% | $3,897-17.6% | $3,332-3.6% |
| Admin fee / account holder | $16,179 | $3,840+321.3% | $5,194+211.5% | $4,645+248.3% |