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 | $40,299 | $117,381-65.7% | $99,443-59.5% | $152,861-73.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 20.68% | 31.87%-11.2pp | 30.72%-10.0pp | 345.32%-324.6pp |
| Employer contribution / active EE | $1,723 | $3,013-42.8% | $2,540-32.2% | $4,762-63.8% |
| Participant deferral / active EE | $2,712 | $4,086-33.6% | $3,619-25.1% | $5,850-53.6% |
| Admin fee / account holder | $3,724 | $7,631-51.2% | $6,250-40.4% | $11,596-67.9% |