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 | $34,393 | $95,416-64.0% | $185,823-81.5% | $85,850-59.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 19.71% | 23.59%-3.9pp | 122.05%-102.3pp | 318.53%-298.8pp |
| Employer contribution / active EE | $1,123 | $3,314-66.1% | $5,167-78.3% | $2,565-56.2% |
| Participant deferral / active EE | $3,049 | $3,423-10.9% | $5,568-45.2% | $3,952-22.9% |
| Admin fee / account holder | $450 | $7,213-93.8% | $16,237-97.2% | $6,260-92.8% |