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 | $34,589 | $98,240-64.8% | $82,313-58.0% | $147,584-76.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.58% | 30.85%-15.3pp | 25.88%-10.3pp | 578.55%-563.0pp |
| Employer contribution / active EE | $6,038 | $3,192+89.2% | $2,428+148.7% | $4,876+23.8% |
| Participant deferral / active EE | $7,923 | $4,383+80.8% | $3,706+113.8% | $5,439+45.7% |
| Admin fee / account holder | $423 | $8,563-95.1% | $5,608-92.5% | $10,885-96.1% |