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 | $28,548 | $99,652-71.4% | $78,778-63.8% | $147,584-80.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 14.38% | 47.28%-32.9pp | 35.62%-21.2pp | 578.55%-564.2pp |
| Employer contribution / active EE | $1,433 | $2,796-48.7% | $1,986-27.8% | $4,876-70.6% |
| Participant deferral / active EE | $5,880 | $3,664+60.5% | $2,958+98.8% | $5,439+8.1% |
| Admin fee / account holder | $315 | $7,155-95.6% | $5,134-93.9% | $10,885-97.1% |