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 | $54,763 | $69,207-20.9% | $64,056-14.5% | $139,434-60.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.03% | 45.88%-31.9pp | 33.69%-19.7pp | 372.94%-358.9pp |
| Employer contribution / active EE | $2,357 | $3,182-25.9% | $2,747-14.2% | $4,751-50.4% |
| Participant deferral / active EE | $6,049 | $4,682+29.2% | $3,880+55.9% | $6,710-9.9% |
| Admin fee / account holder | $557 | $4,244-86.9% | $3,068-81.8% | $11,403-95.1% |