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 | $19,176 | $72,071-73.4% | $68,368-72.0% | $137,256-86.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.24% | 353.14%-339.9pp | 292.57%-279.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $22,092 | $2,788+692.4% | $2,649+734.0% | $4,156+431.6% |
| Participant deferral / active EE | $23,532 | $4,410+433.6% | $4,123+470.8% | $6,407+267.3% |
| Admin fee / account holder | $34,581 | $5,336+548.1% | $5,150+571.5% | $12,270+181.8% |