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 | $35,692 | $118,849-70.0% | $96,562-63.0% | $167,490-78.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.75% | 50.49%-38.7pp | 37.78%-26.0pp | 478.56%-466.8pp |
| Employer contribution / active EE | $5,000 | $3,120+60.3% | $2,356+112.2% | $4,837+3.4% |
| Participant deferral / active EE | $1,206 | $4,616-73.9% | $3,849-68.7% | $6,341-81.0% |
| Admin fee / account holder | $8,725 | $8,065+8.2% | $6,181+41.2% | $12,309-29.1% |