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 | $34,457 | $102,966-66.5% | $90,281-61.8% | $152,861-77.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.20% | 95.16%-74.0pp | 78.10%-56.9pp | 345.32%-324.1pp |
| Employer contribution / active EE | $1,435 | $3,139-54.3% | $2,854-49.7% | $4,762-69.9% |
| Participant deferral / active EE | $3,792 | $4,281-11.4% | $3,885-2.4% | $5,850-35.2% |
| Admin fee / account holder | $1,032 | $6,171-83.3% | $5,351-80.7% | $11,596-91.1% |