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 | $70,900 | $102,966-31.1% | $90,281-21.5% | $152,861-53.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.80% | 95.16%-75.4pp | 78.10%-58.3pp | 345.32%-325.5pp |
| Employer contribution / active EE | $5,256 | $3,139+67.5% | $2,854+84.1% | $4,762+10.4% |
| Participant deferral / active EE | $3,124 | $4,281-27.0% | $3,885-19.6% | $5,850-46.6% |
| Admin fee / account holder | $2,256 | $6,171-63.4% | $5,351-57.8% | $11,596-80.5% |