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 | $39,189 | $49,922-21.5% | $80,569-51.4% | $75,163-47.9% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 20.31% | 34.69%-14.4pp | 935.43%-915.1pp | 160.62%-140.3pp |
| Employer contribution / active EE | $3,519 | $1,698+107.2% | $2,723+29.2% | $2,670+31.8% |
| Participant deferral / active EE | $9,764 | $2,990+226.5% | $4,447+119.5% | $4,125+136.7% |
| Admin fee / account holder | $1,218 | $3,577-66.0% | $5,377-77.3% | $5,651-78.4% |