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 | $20,195 | $108,642-81.4% | $74,701-73.0% | $152,861-86.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 35.07% | 114.06%-79.0pp | 752.92%-717.8pp | 345.32%-310.2pp |
| Employer contribution / active EE | $704 | $1,503-53.1% | $1,084-35.0% | $4,762-85.2% |
| Participant deferral / active EE | $2,546 | $2,712-6.1% | $1,964+29.6% | $5,850-56.5% |
| Admin fee / account holder | $492 | $4,902-90.0% | $3,333-85.2% | $11,596-95.8% |