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 | $40,558 | $72,071-43.7% | $68,368-40.7% | $137,256-70.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.72% | 353.14%-336.4pp | 292.57%-275.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $3,445 | $2,788+23.6% | $2,649+30.0% | $4,156-17.1% |
| Participant deferral / active EE | $3,915 | $4,410-11.2% | $4,123-5.0% | $6,407-38.9% |
| Admin fee / account holder | $1,614 | $5,336-69.7% | $5,150-68.7% | $12,270-86.8% |