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 | $44,373 | $157,256-71.8% | $141,162-68.6% | $152,861-71.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.20% | 64.32%-46.1pp | 71.39%-53.2pp | 345.32%-327.1pp |
| Employer contribution / active EE | $1,020 | $5,261-80.6% | $4,735-78.5% | $4,762-78.6% |
| Participant deferral / active EE | $2,475 | $7,109-65.2% | $6,709-63.1% | $5,850-57.7% |
| Admin fee / account holder | $20,314 | $12,120+67.6% | $10,261+98.0% | $11,596+75.2% |