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 | $81,005 | $137,414-41.1% | $189,513-57.3% | $85,850-5.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 15.31% | 38.14%-22.8pp | 555.15%-539.8pp | 318.53%-303.2pp |
| Employer contribution / active EE | $1,867 | $4,344-57.0% | $6,162-69.7% | $2,565-27.2% |
| Participant deferral / active EE | $3,964 | $6,260-36.7% | $8,221-51.8% | $3,952+0.3% |
| Admin fee / account holder | $2,072 | $8,630-76.0% | $12,045-82.8% | $6,260-66.9% |