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 | $67,781 | $152,587-55.6% | $125,175-45.9% | $152,861-55.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.31% | 54.84%-39.5pp | 43.79%-28.5pp | 345.32%-330.0pp |
| Employer contribution / active EE | $3,290 | $4,946-33.5% | $3,865-14.9% | $4,762-30.9% |
| Participant deferral / active EE | $10,569 | $5,868+80.1% | $4,937+114.1% | $5,850+80.7% |
| Admin fee / account holder | $490 | $13,434-96.4% | $9,702-94.9% | $11,596-95.8% |