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 | $78,590 | $73,933+6.3% | $96,683-18.7% | $75,163+4.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 15.41% | 26.70%-11.3pp | 35.69%-20.3pp | 160.62%-145.2pp |
| Employer contribution / active EE | $14,583 | $2,928+398.1% | $3,737+290.3% | $2,670+446.2% |
| Participant deferral / active EE | $6,222 | $3,659+70.1% | $4,878+27.5% | $4,125+50.8% |
| Admin fee / account holder | $2,465 | $5,216-52.7% | $6,730-63.4% | $5,651-56.4% |