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 | $56,166 | $118,849-52.7% | $96,562-41.8% | $167,490-66.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 13.14% | 50.49%-37.3pp | 37.78%-24.6pp | 478.56%-465.4pp |
| Employer contribution / active EE | $1,645 | $3,120-47.3% | $2,356-30.2% | $4,837-66.0% |
| Participant deferral / active EE | $9,969 | $4,616+116.0% | $3,849+159.0% | $6,341+57.2% |
| Admin fee / account holder | $2,398 | $8,065-70.3% | $6,181-61.2% | $12,309-80.5% |