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 | $27,396 | $107,334-74.5% | $92,893-70.5% | $152,861-82.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.35% | 145.58%-122.2pp | 109.41%-86.1pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,470 | $4,221-65.2% | $3,653-59.8% | $4,762-69.1% |
| Participant deferral / active EE | $5,010 | $4,845+3.4% | $4,236+18.3% | $5,850-14.4% |
| Admin fee / account holder | $3,872 | $7,079-45.3% | $5,794-33.2% | $11,596-66.6% |