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 | $26,780 | $99,652-73.1% | $78,778-66.0% | $147,584-81.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 19.98% | 47.28%-27.3pp | 35.62%-15.6pp | 578.55%-558.6pp |
| Employer contribution / active EE | $1,792 | $2,796-35.9% | $1,986-9.8% | $4,876-63.3% |
| Participant deferral / active EE | $2,828 | $3,664-22.8% | $2,958-4.4% | $5,439-48.0% |
| Admin fee / account holder | $400 | $7,155-94.4% | $5,134-92.2% | $10,885-96.3% |