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 | $21,087 | $109,327-80.7% | $89,391-76.4% | $158,922-86.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 26.77% | 345.68%-318.9pp | 245.62%-218.8pp | 302.83%-276.1pp |
| Employer contribution / active EE | $1,641 | $3,170-48.2% | $2,586-36.5% | $4,761-65.5% |
| Participant deferral / active EE | $3,952 | $4,598-14.1% | $3,890+1.6% | $5,982-33.9% |
| Admin fee / account holder | $307 | $6,153-95.0% | $4,881-93.7% | $11,246-97.3% |