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 | $28,530 | $102,966-72.3% | $90,281-68.4% | $152,861-81.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 15.56% | 95.16%-79.6pp | 78.10%-62.5pp | 345.32%-329.8pp |
| Employer contribution / active EE | $3,004 | $3,139-4.3% | $2,854+5.2% | $4,762-36.9% |
| Participant deferral / active EE | $12,283 | $4,281+186.9% | $3,885+216.1% | $5,850+110.0% |
| Admin fee / account holder | $36,731 | $6,171+495.2% | $5,351+586.4% | $11,596+216.7% |