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 | $76,207 | $102,317-25.5% | $146,958-48.1% | $80,856-5.7% |
| Participation rate | 88.5% | 75.8%+12.6pp | 82.2%+6.3pp | 67.6%+20.8pp |
| Annual return | 13.73% | 134.76%-121.0pp | 418.34%-404.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,111 | $3,713-43.2% | $4,933-57.2% | $2,755-23.4% |
| Participant deferral / active EE | $4,287 | $6,644-35.5% | $8,070-46.9% | $4,296-0.2% |
| Admin fee / account holder | $15,757 | $7,941+98.4% | $12,998+21.2% | $6,918+127.8% |