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 | $21,950 | $102,966-78.7% | $90,281-75.7% | $152,861-85.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 15.17% | 95.16%-80.0pp | 78.10%-62.9pp | 345.32%-330.1pp |
| Employer contribution / active EE | $3,770 | $3,139+20.1% | $2,854+32.1% | $4,762-20.8% |
| Participant deferral / active EE | $1,043 | $4,281-75.7% | $3,885-73.2% | $5,850-82.2% |
| Admin fee / account holder | $4,213 | $6,171-31.7% | $5,351-21.3% | $11,596-63.7% |