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 | $63,504 | $69,207-8.2% | $64,056-0.9% | $139,434-54.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.73% | 45.88%-30.2pp | 33.69%-18.0pp | 372.94%-357.2pp |
| Employer contribution / active EE | $5,682 | $3,182+78.6% | $2,747+106.9% | $4,751+19.6% |
| Participant deferral / active EE | $2,842 | $4,682-39.3% | $3,880-26.8% | $6,710-57.7% |
| Admin fee / account holder | $623 | $4,244-85.3% | $3,068-79.7% | $11,403-94.5% |