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 | $99,534 | $95,416+4.3% | $185,823-46.4% | $85,850+15.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.56% | 23.59%-11.0pp | 122.05%-109.5pp | 318.53%-306.0pp |
| Employer contribution / active EE | $2,157 | $3,314-34.9% | $5,167-58.3% | $2,565-15.9% |
| Participant deferral / active EE | $2,764 | $3,423-19.3% | $5,568-50.4% | $3,952-30.1% |
| Admin fee / account holder | $2,679 | $7,213-62.9% | $16,237-83.5% | $6,260-57.2% |