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 | $42,475 | $100,041-57.5% | $149,718-71.6% | $70,131-39.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 17.06% | 27.43%-10.4pp | 1501.63%-1484.6pp | 73.14%-56.1pp |
| Employer contribution / active EE | $5,231 | $3,662+42.9% | $5,445-3.9% | $2,342+123.3% |
| Participant deferral / active EE | $4,309 | $4,983-13.5% | $6,569-34.4% | $3,332+29.3% |
| Admin fee / account holder | $1,120 | $8,286-86.5% | $11,283-90.1% | $4,645-75.9% |