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 | $67,563 | $85,202-20.7% | $172,739-60.9% | $72,985-7.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.06% | 27.32%-5.3pp | 802.84%-780.8pp | 81.00%-58.9pp |
| Employer contribution / active EE | $2,086 | $3,324-37.2% | $5,143-59.4% | $2,440-14.5% |
| Participant deferral / active EE | $3,167 | $3,260-2.9% | $5,198-39.1% | $3,607-12.2% |
| Admin fee / account holder | $622 | $5,884-89.4% | $13,954-95.5% | $5,124-87.9% |