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 | $34,646 | $72,071-51.9% | $68,368-49.3% | $137,256-74.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.57% | 353.14%-338.6pp | 292.57%-278.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $4,396 | $2,788+57.7% | $2,649+66.0% | $4,156+5.8% |
| Participant deferral / active EE | $3,776 | $4,410-14.4% | $4,123-8.4% | $6,407-41.1% |
| Admin fee / account holder | $848 | $5,336-84.1% | $5,150-83.5% | $12,270-93.1% |