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 | $59,990 | $114,237-47.5% | $119,258-49.7% | $167,490-64.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 15.33% | 29.87%-14.5pp | 30.69%-15.4pp | 478.56%-463.2pp |
| Employer contribution / active EE | $5,391 | $4,481+20.3% | $4,384+23.0% | $4,837+11.4% |
| Participant deferral / active EE | $2,294 | $6,084-62.3% | $6,111-62.5% | $6,341-63.8% |
| Admin fee / account holder | $771 | $8,932-91.4% | $7,226-89.3% | $12,309-93.7% |