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 | $101,375 | $232,540-56.4% | $185,117-45.2% | $147,584-31.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 20.52% | 43.03%-22.5pp | 40.50%-20.0pp | 578.55%-558.0pp |
| Employer contribution / active EE | $1,445 | $5,195-72.2% | $4,182-65.5% | $4,876-70.4% |
| Participant deferral / active EE | $4,150 | $5,834-28.9% | $5,045-17.7% | $5,439-23.7% |
| Admin fee / account holder | $539 | $10,275-94.8% | $8,159-93.4% | $10,885-95.0% |