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 | $28,979 | $104,907-72.4% | $84,611-65.7% | $152,861-81.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 19.53% | 373.79%-354.3pp | 258.74%-239.2pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,926 | $3,302-41.7% | $2,652-27.4% | $4,762-59.6% |
| Participant deferral / active EE | $1,060 | $4,688-77.4% | $3,899-72.8% | $5,850-81.9% |
| Admin fee / account holder | $333 | $6,241-94.7% | $4,912-93.2% | $11,596-97.1% |