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 | $21,329 | $99,652-78.6% | $78,778-72.9% | $147,584-85.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 19.10% | 47.28%-28.2pp | 35.62%-16.5pp | 578.55%-559.4pp |
| Employer contribution / active EE | $3,888 | $2,796+39.1% | $1,986+95.8% | $4,876-20.3% |
| Participant deferral / active EE | $6,121 | $3,664+67.1% | $2,958+106.9% | $5,439+12.5% |
| Admin fee / account holder | $1,868 | $7,155-73.9% | $5,134-63.6% | $10,885-82.8% |