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 | $39,528 | $70,428-43.9% | $96,562-59.1% | $85,850-54.0% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 15.00% | 18.59%-3.6pp | 37.78%-22.8pp | 318.53%-303.5pp |
| Employer contribution / active EE | $3,271 | $1,413+131.5% | $2,356+38.8% | $2,565+27.5% |
| Participant deferral / active EE | $2,117 | $2,894-26.8% | $3,849-45.0% | $3,952-46.4% |
| Admin fee / account holder | $585 | $4,997-88.3% | $6,181-90.5% | $6,260-90.7% |