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 | $24,635 | $104,907-76.5% | $84,611-70.9% | $152,861-83.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 16.69% | 373.79%-357.1pp | 258.74%-242.1pp | 345.32%-328.6pp |
| Employer contribution / active EE | $4,435 | $3,302+34.3% | $2,652+67.2% | $4,762-6.9% |
| Participant deferral / active EE | $2,570 | $4,688-45.2% | $3,899-34.1% | $5,850-56.1% |
| Admin fee / account holder | $13,054 | $6,241+109.2% | $4,912+165.7% | $11,596+12.6% |