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 | $99,280 | $86,699+14.5% | $73,307+35.4% | $125,391-20.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -0.74% | 2.78%-3.5pp | 5.67%-6.4pp | 282.22%-283.0pp |
| Employer contribution / active EE | $25,500 | $4,152+514.1% | $3,237+687.7% | $4,866+424.0% |
| Participant deferral / active EE | $16,000 | $5,550+188.3% | $4,991+220.6% | $5,352+199.0% |
| Admin fee / account holder | $935 | $7,771-88.0% | $5,637-83.4% | $9,540-90.2% |