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 | $35,371 | $102,317-65.4% | $146,958-75.9% | $80,856-56.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.16% | 134.76%-121.6pp | 418.34%-405.2pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,820 | $3,713-51.0% | $4,933-63.1% | $2,755-33.9% |
| Participant deferral / active EE | $5,184 | $6,644-22.0% | $8,070-35.8% | $4,296+20.7% |
| Admin fee / account holder | $1,255 | $7,941-84.2% | $12,998-90.3% | $6,918-81.9% |