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 | $41,452 | $117,381-64.7% | $99,443-58.3% | $152,861-72.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 21.54% | 31.87%-10.3pp | 30.72%-9.2pp | 345.32%-323.8pp |
| Employer contribution / active EE | $1,461 | $3,013-51.5% | $2,540-42.5% | $4,762-69.3% |
| Participant deferral / active EE | $5,793 | $4,086+41.8% | $3,619+60.1% | $5,850-1.0% |
| Admin fee / account holder | $307 | $7,631-96.0% | $6,250-95.1% | $11,596-97.3% |