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 | $57,280 | $127,065-54.9% | $113,168-49.4% | $142,382-59.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.89% | 24.03%-8.1pp | 24.27%-8.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $4,974 | $3,442+44.5% | $2,975+67.2% | $4,299+15.7% |
| Participant deferral / active EE | $7,232 | $5,716+26.5% | $5,107+41.6% | $6,507+11.1% |
| Admin fee / account holder | $583 | $15,736-96.3% | $12,068-95.2% | $12,624-95.4% |